Nikko AM
NikkoAM's Fergus McDonald says as interest rates start tracking lower, bond investor smiles will widen. But returns in other sectors should improve too
NikkoAM's Fergus McDonald says as interest rates start tracking lower, bond investor smiles will widen. But returns in other sectors should improve too
Following a stellar 2019 and an unexpectedly dramatic start to 2020, Nikko AM’s Head of Equities, Stuart Williams looks ahead to what the year may bring for New Zealand’s economy
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Following a stellar 2019 and an unexpectedly dramatic start to 2020, Nikko AM’s Head of Equities, Stuart Williams looks ahead to what the year may bring for New Zealand’s economy
Chris Rands explains why a faltering Australian housing market changes economic signals to the RBA, and is likely to result in lower official interest rates there sometime this year
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Chris Rands explains why a faltering Australian housing market changes economic signals to the RBA, and is likely to result in lower official interest rates there sometime this year
A key fund manager expects the NZ economy to be 'sound' in 2019. Equity volatility will aid active fund managers; and large impending maturities will see the local bond market well supported
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A key fund manager expects the NZ economy to be 'sound' in 2019. Equity volatility will aid active fund managers; and large impending maturities will see the local bond market well supported
Rather than a sudden meltdown, high debt and falling house prices may result in a 'slow burn' adjustment, taking the edge off consumption and growth in Australia, says Nikko's Chris Rands
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Rather than a sudden meltdown, high debt and falling house prices may result in a 'slow burn' adjustment, taking the edge off consumption and growth in Australia, says Nikko's Chris Rands
Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
Nikko's Peter Monson takes a look at China's milk powder scandal through an ESG lens to see what it takes to find investment opportuniity in these types of scandals
2017 was great for KiwiSaver members who chose balanced-growth funds, but only if your fund was managed well. Nine of 14 funds shone, for others the results were dim
2017 was great for KiwiSaver members who chose balanced-growth funds, but only if your fund was managed well. Nine of 14 funds shone, for others the results were dim
Brad Potter of Nikko AM shares recollections of a recent trip to China and takes a close look at the country's efforts on pollution and the property bubble
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Brad Potter of Nikko AM shares recollections of a recent trip to China and takes a close look at the country's efforts on pollution and the property bubble
Nikko AM bond manager Fergus McDonald sees 2018 bringing an earlier OCR rise, rent hikes and continued share market strength
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Nikko AM bond manager Fergus McDonald sees 2018 bringing an earlier OCR rise, rent hikes and continued share market strength
Nikko AM says that a populist and/or anti-capitalist tone in the new Government will see our economy slow in the short term from declining business and consumer confidence and uncertainty, then rise in the longer term
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Nikko AM says that a populist and/or anti-capitalist tone in the new Government will see our economy slow in the short term from declining business and consumer confidence and uncertainty, then rise in the longer term
Our comprehensive review of Balanced KiwiSaver fund returns to June 30, 2017, identifying who has the best long-term returns
Our comprehensive review of Balanced KiwiSaver fund returns to June 30, 2017, identifying who has the best long-term returns
Yu-Ming Wang of Nikko Asset Management says the real trade war is for IP, innovation, and talent, and is being fought on the turf that is Asia’s burgeoning class of middle income consumers
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Yu-Ming Wang of Nikko Asset Management says the real trade war is for IP, innovation, and talent, and is being fought on the turf that is Asia’s burgeoning class of middle income consumers
A large international fund manager assesses the early signals from the new American administration and suggests how large investors are reading the changes
A large international fund manager assesses the early signals from the new American administration and suggests how large investors are reading the changes
Our comprehensive review of Balanced KiwiSaver fund returns to September 30, 2016, identifying who has the best long-term returns
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Our comprehensive review of Balanced KiwiSaver fund returns to September 30, 2016, identifying who has the best long-term returns
AMP gives birth to additional 16 KiwiSaver funds in a bid to meet customer demand and fight off bank competition; provides access to some better performing competitor products
AMP gives birth to additional 16 KiwiSaver funds in a bid to meet customer demand and fight off bank competition; provides access to some better performing competitor products