SHARE THIS Nikko AM to Launch Dow Jones Industrial Average ETF Nikko Asset Management Co., Ltd. today announces the new ETF: Listed Index Fund US Equity (Dow Average) No Currency Hedge. It is being launched today, and will be listed on the Tokyo Stock...
SHARE THIS We expect global inflation to ease and global growth to weaken in 2023; we also think that the Fed is likely to pause hiking rates by the first quarter of 2023. Against this backdrop, we are broadly constructive on regional bonds as most...
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2023 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected in four categories in Asia Asset Management‘s 2023 Best of the Best Awards. The wins include two...
SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...
SHARE THIS Market dynamics have changed quite considerably since mid-March after the regional bank failures in the US, which were quickly followed by turmoil at Credit Suisse leading to the bank’s forced marriage with UBS. The government response was...
SHARE THIS As the green bond market diversifies, sustainability-linked bonds (SLBs), which are linked to an issuer’s broader sustainability performance, have garnered significant investor attention and scrutiny. We believe structural improvements will...
SHARE THIS We remain constructive on relatively higher-yielding government bonds amid a supportive macro backdrop. Our favourable view of higher-yielders is further grounded on the view that lower-yielding government bonds will be more vulnerable to...
SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...
SHARE THIS We expect macro and corporate credit fundamentals across Asia ex-China to stay resilient with fiscal buffers, although slower economic growth appears to loom over the horizon.
SHARE THIS We discuss how a bullish year for Japan equities has brought what was previously out of sight into view and analyse focal points for the market as we head into 2024; we also assess how focusing on efficiency and growth could be the way...
SHARE THIS We expect sentiment toward Asia’s bond markets to turn increasingly positive in 2024. We also expect macro and corporate credit fundamentals across Asia ex-China to stay resilient on the back of fiscal buffers, although slower economic...
SHARE THIS We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can...
SHARE THIS Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still...
SHARE THIS Nikko AM Wins Three Categories in the AsianInvestor Asset Management Awards 2024 Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in three categories of AsianInvestor’s Asset Management Awards 2024. The collection of an...
SHARE THIS We highlight the importance of making decisions based on probabilities and the best expected outcomes, assessing relevant information and acting ahead in constantly changing market conditions.
SHARE THIS We favour South Korean, Indian and Philippine government bonds and have adopted a neutral stance on Indonesian bonds. Meanwhile, the fundamentals backdrop for Asian credit remains supportive.
SHARE THIS We expect the broader trend of easing global yields, prompted by expectations for the Fed to begin lowering interest rates, to support a downward bias in Asian bond yields. We continue to favour Indian and Philippine government bonds over...
SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...
SHARE THIS The Federal Reserve’s 50 bps rate cut demonstrated the power of financial markets at present. As the markets had already priced in a significant probability of a 50 bps reduction, the Fed could have viewed such conditions as a good time to...
SHARE THIS Japan’s long history of undercompensating equity investors, a legacy of deflation, is coming to an end with its risk premium now achieving parity with that of the US. This historic shift is being driven by rising dividend payouts ratios,...
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