SHARE THIS Emerging Markets (EM) debt began 2021 by consolidating after an exceptional performance at the end of 2020. The negative performance was mostly driven by a widening of US Treasury yields while spreads remained broadly unchanged.
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...
SHARE THIS Asian stocks turned in solid gains in December, buoyed by optimism about a vaccine-led global economic rebound, fresh US fiscal stimulus and robust economic data from China. The MSCI AC Asia ex Japan Index rose 6.8% in US dollar (USD) terms...
SHARE THIS Not many investors likely realize that Japan’s GDP performance in CY20, instead of being comparably poor, is actually about equal to that of the US, and well above the Eurozone’s.
SHARE THIS
SHARE THIS
SHARE THIS Nikko Asset Management’s Economic Forecast Moderately Shifts Down Following BREXIT Despite the UK’s decision to leave the European Union, the Global Investment Committee has noted that it does not think economies or risk markets will crash,...
SHARE THIS Multi Asset Introduction Video Dynamic Approach to Global Macro Investment Strategy for Recurring Returns Robust Research Process Three-Layered Downside Risk Protection Proprietary Quantitative Models Systematic Qualitative Framework...
SHARE THIS Multi Asset Introduction Video Dynamic Approach to Global Macro Investment Strategy for Recurring Returns Robust Research Process Three-Layered Downside Risk Protection Proprietary Quantitative Models Systematic Qualitative Framework...
SHARE THIS Nikko Asset Management Australia, a Nikko AM group company with offices in Australia, manages the Australian Fixed Income strategy. The strategy aims to achieve outperformance, with a strong focus on diversifying the portfolio's sources for...