Articles tagged with 'Nikko AM'
New Zealand Equity Monthly October 2024
19 November 2024 - Start of rate-cutting cycle provides promising signs for New Zealand equities
New Zealand Equity Monthly September 2024
9 October 2024 - New climate-related disclosures seen bringing both benefits and challenges
Nikko abandons Ark
6 September 2024 - Nikko Investment Management in New Zealand is changing its diversified global equities strategy by dropping high-profile Cathie Wood's Ark Invest and adding three other more conventional fund managers.
New Zealand Equity Monthly August 2024
4 September 2024 - RBNZ’s August rate cut seen as a positive sign for equities.
New Zealand Equity Monthly August 2024
4 September 2024 - RBNZ’s August rate cut seen as a positive sign for equities.
KiwiSaver finally gets personal
24 July 2024 - Nikko AM’s new multi-manager GoalsGetter scheme answers advisers’ call for tailored, diversified KiwiSaver solutions.
Nikko appoints BDM to drive growth
27 June 2024 - Nikko AM targets KiwiSaver growth with key hire to help drive new multi-manager GoalsGetter scheme.
Nikko relaunches its KiwiSaver proposition
7 May 2024 - Nikko has relaunched its GoalsGetter KiwiSaver proposition adding other managers’ funds and making improvements for advisers.
Bad news for NZ is good news for bond investors: Nikko
2 April 2024 - The numbers “aren't looking all that great” for the government's budget due to be delivered on May 30, but it is good news for bond investors, Fergus McDonald, Nikko Asset Management New Zealand's head of bonds and currency told an investment forum in Wellington last week.
Nikko looks to be slightly defensive
12 September 2023 - Nikko Asset Management has a “slightly more defensive tilt” to its share portfolio at present, focusing on companies with a high degree of revenue certainty as well as ones that can achieve earnings growth in the current environment, according to Michael Sherrock, co-head of equities.
Dire economic outlook should be positive for bonds: Nikko
6 September 2023 - The worse the economy is, the more positive it is for investors in fixed interest, and “it's looking pretty dire at the moment,” according to Fergus McDonald, head of bonds and currency at Nikko Asset Management.
Passive managers piggy backing off active manager
23 April 2023 - Nikko Asset Management NZ has criticised passive funds and index trackers for backing the original lowball offer for church software company Pushpay Holdings.
Nikko appoints senior relationships manager
19 March 2023 - Nikko completes its management reshuffle following the resignation of MD George Carter.
Nikko boss to return to the UK
8 February 2023 - Nikko Asset Management is set to get a new managing director, with incumbent George Carter returning to the UK.
Bank lending margins gobble KiwiSaver savings
12 November 2022 - With mortgage and interest rates at their highest since 2014, TMM publisher Philip Macalister sits down with Nikko Asset Management Director, George Carter to chat about financial health and what that means in our current economy and beyond.
Cathie Wood: some answers for jittery Ark investors
11 March 2022 - New Zealand investors in Cathie Wood’s high-risk Ark Innovation exchange-traded fund have been told that despite the fund tanking last year and losing more than half its value, it is still on target to deliver the expected returns.
Investors get access to Nikko's SRI fund
14 February 2022 - Nikko Asset Management has decided to open up its wholesale SRI Fund to KiwiSaver members.
An investment fund where someone other than the investor gets the returns
16 October 2021 - A new fund from Nikko Asset Management may well be the ultimate gift to others.
War of words over nukes
26 March 2021 - One fund manager says dealing with investments in nuclear arms is complex, but a researcher says it doesn't need to be.
ARK Fund brings in new KiwiSaver clients through disruptive innovation
27 January 2021 - Nikko AM New Zealand has revealed new data that shows their disruptive innovation KiwiSaver scheme, the ARK fund, is attracting a new kind of client.
Nikko AM disrupts KiwiSaver market with high performing ARK fund
26 November 2020 - The latest offering from Nikko AM provides exclusive KiwiSaver access to the ARK Disruptive Innovation Fund.
Nikko reveals new strategy for income investors
16 September 2020 - Low-risk alternative to term deposits or bonus bonds – Nikko AM NZ's new income fund.
Are sub-2% mortgages on the way?
30 June 2020 - Mortgage rates could fall below 2% as the government and Reserve Bank move to push down borrowing costs, according to a leading fund manager.
Nikko opens platform to advisers
11 June 2020 - Nikko AM NZ has opened access to its low-cost investment platform, GoalsGetter, to AFAs.
Nikko gets one back and adds another
28 February 2020 - Nikko Asset Management has appointed two research analysts in its New Zealand Equities team.
Nikko attracts big balances
20 November 2019 - Nikko’s new KiwiSaver scheme is attracting savers with large balances, rather than large numbers of savers.
Changes for Nikko
20 November 2019 - Nikko Asset Management is advertising for two research analysts to join its investment management team.
Nikko makes board appointment
4 November 2019 - Nikko Asset Management's latest board appointment brings 25 years' experience at some of the world's biggest financial institutions.
Nikko launches high-risk 'disruptors' fund
16 September 2019 - An investment fund opened to the public today will give investors access to disruptors, Nikko Asset Management says.
Nikko: Young people active investors
2 August 2019 - Young New Zealanders aren’t living up to the stereotypes about their financial habits, highlighting an opportunity for advisers, research from Nikko Asset Management suggests.
Oh Lord's... what if a win comes down to economy rates?
28 June 2019 - It’s getting to crunch time in the Cricket World Cup, as the Black Caps prepare to take on Australia this weekend to assume bragging rights ahead of the semi-finals. Nikko AM NZ’s head of bonds and currency, Fergus McDonald, compares some of the two rivals’ economic indicators for omens as to who might come out on top with a morale-boosting win …
Nikko expands team
13 May 2019 - Nikko Asset Management has appointed a new Auckland business development manager.
Nikko robo-KiwiSaver goes live
6 March 2019 - Nikko is launching its KiwiSaver roboadvice platform today, the first time the fund manager has dipped a toe into the New Zealand retail investor market.
Nikko takes out top award for second year
28 February 2019 - Nikko Asset Management received the top award as Morningstar's New Zealand Fund Manager of the Year last night for the second consecutive year.
Nikko appoints general counsel from FMA
27 February 2019 - Nikko Asset Management has appointed a new general counsel and company secretary.
FMA lodges robo application number three
23 October 2018 - A third application to offer roboadvice to New Zealand customers is being considered by the Financial Markets Authority.
Old hand returns to Nikko AM to join fixed income team
17 October 2018 - Nikko Asset Management NZ welcomes the return of of one of its former manager to its award-winning fixed income team.
Key themes and conclusions from the past 10 years
16 October 2018 - Nikko Asset Management economist Andrew Hunt looks back over the 10 years since the GFC; what we have learnt and what lies ahead for investment markets in 2019.
Nikko adds relationship manager
2 October 2018 - Nikko Asset Management has appointed a new senior relationship manager, based in Auckland.
[GRTV] Global equities is a good place to be: Nikko
1 October 2018 - Nikko AM Head of Global Equities, Will Low, discusses his approach to successfully managing equities and provides his thoughts on current market conditions.
Solid global economy and equity returns
26 September 2018 - Global Growth Should Remain Solid
Crypto 'next asset class'
11 September 2018 - A United States investment manager says cryptocurrencies are set to become the first new asset class since the 1600s.
Perspective On Markets - It's An Age Thing
4 September 2018 - In many respects, we tend to view the price of a conventional bond and the price earnings ratio of an equity as being broadly equivalent concepts, in that the bond price in effect is the market price for the payment of a known (fixed) income amount over a usually finite number of years, while a PER is the market’s current valuation of a largely unknown income stream over an unknown time span.
[The Wrap] Feel good week; Celebrating success in financial services
1 September 2018 - Looking back over the past week there's a lot of good things to celebrate. Here's my wrap on the week that was.
FMA issues second robo advice licence
27 August 2018 - Nikko Asset Management plans to offer a robo-advice service for its recently launched KiwiSaver scheme later this year.
ANZ appoints new Aust equities manager
10 August 2018 - ANZ New Zealand Investments has appointed Nikko AM as the new manager of Australian equities.
The Big Risk: The Creditors' Revolt
2 August 2018 - “If in doubt, add more credit” seems to have become the global mantra or ‘solve all’ policy recommendation for the last 10 – 20 years. Following the 2008 Global Credit Bust, Bernanke et al simply collapsed interest rates poured excess reserves into their banking systems in the hope that the systems would create more credit.
Nikko appoints new board chair
24 July 2018 - Nikko Asset Management has appointed a new board chair with a strong history in New Zealand's financial sector.
New PIGS, the CANNS or SNACZ?
3 July 2018 - There is currently much talk within the financial markets of the ‘new PIGS’, a group of countries which are widely viewed as having inflated property markets and notably elevated levels of debt that are therefore likely to prove vulnerable to the tightening in global (banking system) liquidity trends.
Nikko appoints portfolio manager
27 June 2018 - Nikko Asset Management has promoted one of its equities staff to the position of portfolio manager.
Italy: A bigger threat than Brexit?
5 June 2018 - Although Italy possesses a useful and not insignificant visible trade surplus, the country is nevertheless continuing to suffer from persistent and we might suggest remarkably large capital account deficits as its domestic savers by and large continue to shun the local asset markets
Nikko and Harbour hover up more gongs; Fisher and Savage rewarded
18 May 2018 - FNZC was named sharebroking firm of the year, Nikko Asset Management the fund manager of the year - bonds, and Harbour Asset Management the fund manager...
Inflation erodes growth and confuses the outlook
4 April 2018 - Our starting point for this year was that global growth would be ‘satisfactory’ and that it would once again be led primarily by China’s continuing import boom.
Roboadvice changes open door to new KiwiSaver player
26 March 2018 - The newest player in the KiwiSaver market is due to launch its offering in two weeks' time.
Nikko takes out top Award
1 March 2018 - Nikko Asset Management received the top award as Morningstar's New Zealand Fund Manager of the Year.
Morningstar finalists announced
20 February 2018 - This year Harbour, Nikko and Milford Asset Management are the three finalists for the Morningstar Fund Manager of the Year. Nikko and Harbour (including...
China's Phantom Slowdown
20 February 2018 - Economist Andrew Hunt has spent 10-days on the road talking to managers and economists. Here's what he found out about the state of the global economy - and his views on the all important Chinese economy.
Big questions for 2018
23 January 2018 - We suspect that the most popular ‘questions’ that people have with regard to the outlook for 2018 revolve around the extent to which the global real...
Nikko plots KiwiSaver launch
6 December 2017 - Nikko Asset Management is to launch a KiwiSaver fund offered via roboadvice.
Policymakers and asset prices: an even bigger moral hazard?
5 December 2017 - With earnest intent on the part of their organisers, many conferences were held in the immediate aftermath of the GFC, in an attempt to marry the analysis...
When price and value diverge
7 November 2017 - The economics profession has always struggled to define the notion of value – and not only within the narrow context of the financial markets!
Note From A Big Country
11 October 2017 - Perhaps the biggest surprise that emanated from this week’s trip to North America has been the extent to which the topic of secular stagnation has come back onto the agenda, despite all the excitement over the prospect for as yet unfortunately still undefined tax cuts by the Trump Administration.
Funds not 'true to label': Researcher
7 September 2017 - When is a 'balanced' fund not a balanced fund? When it takes the risk of a growth fund, one researcher says.
The global economy: weak household incomes constrain outlook
21 August 2017 - Over the last two months or so, we have travelled quite widely and one factor that has stood out during our travels has been the ongoing and seemingly widespread relative weakness in household income trends.
Last orders at the liquidity bar?
4 July 2017 - It has been our firm contention that financial market liquidity has been booming over the nine months or so, albeit for what might be described as technical rather than strictly official policy reasons.
China's Dominant Deficits
3 May 2017 - As the PBoC tightens its lending stance and as a result China's banks are experiencing a constraint on their ability to expand their assets, international economist Andrew Hunt examines what the repercussions could be not only for China, but also world markets
Investors' learned behaviour in need of revision?
3 April 2017 - We joined the ‘financial world’ in 1987 when inflation had in theory at least been conquered and the Asian Tigers had emerged to become significant...
Nikko appointments new Head of Product and Operations
13 March 2017 - Nikko Asset Management New Zealand has appointed James Rogers as Head of Product and Operations. Rogers will start in this newly created role with Niko...
China's High Stakes Tennis Match
3 February 2017 - Faced with jetlag and having reached saturation with CNBC and CNN in the hotel room, I found myself watching an out-of- sorts Andy Murray playing in a match that on paper he would have been expected to win.
The great Central Bank unwind
13 January 2017 - Whether by luck or design, when I first entered the world of applied economics during the mid-1980s, I decided that I would like to specialize in covering central banks and in studying the flows that these institutions could create within financial systems and the real economies of the world.
Trump: Uncertainty as well as hope
4 December 2016 - International economist Andrew Hunt looks at what US President-elect Donald Trump has promised and how quickly he can make changes to things like Dodd Frank and ObamaCare. In this piece Hunt also looks at what it means for bond markets.
Inflation returns to the global economy?
18 November 2016 - Economist Andrew Hunt looks at the prospect of rising inflation and what it means for the global economy. He suggests if inflation rates do rise bond markets may well be caught ‘off-guard’ over the next few months.
All systems go for NZ economy
23 September 2016 - New Zealand’s economy could be set for another surge as it benefits from the very things worrying the rest of the world, an investment conference has been told.
The West looks East
5 September 2016 - Having conducted a significant number of client meetings over recent weeks, one feature that has struck is that amongst this, albeit probably rather biased, sample group, there would seem to be a distinct desire to sell risks – although few people have actually done so yet.
China recreates the Mississippi Bubble
14 August 2016 - Andrew Hunt argues that investors should be watching China's currency carefully as that will impact asset price inflation around the world.
Brexit - Near term and longer term views
6 July 2016 - We very much doubt that the financial markets remotely expected the BREXIT vote to deliver a ‘leave outcome’ (and we also very much doubt that many people that voted for it actually expected it to occur).
A view of Brexit, from London
7 June 2016 - London-based economist Andrew Hunt says the outcome of the Brexit vote may well be decided on "emotional lines" rather than economics. If the UK does vote to exit the European Union then it could usher in the Euro’s next and probably most severe existential crisis.
Nikko reports strong retail growth
20 May 2016 - Nikko Asset Management New Zealand’s assets under management has topped $5 billion.
Competition Takes Many Forms
7 May 2016 - It may surprise some readers to know that we recently compiled an overtly positive review of the Irish economy. In the course of this review, we noted...
Time for new way to value equities?
14 April 2016 - A low interest rate environment requires a new approach to equities valuation, one fund manager says.
China's next export: Inflation?
7 April 2016 - Investors should be wary of the risks of holding bonds at the moment, economist Andrew Hunt says.
China's global importance
4 April 2016 - Despite seemingly a multitude of worries over the potential for a slowdown in US growth, the growing signs of weakness in Japan, the arrival of an industrial...
China: Accepting the landing
5 February 2016 - There is apparently a saying in the UK’s Parachute Regiment that after you have jumped out of the plane you simply have to accept whatever landing you get.
A few worrying things
7 January 2016 - It has of course become something of a tradition to do a ‘year ahead’ piece covering themes that could potentially shape the investment landscape and, with this in mind, we have decided to offer our thoughts on just what may lie ahead over the course of what we suspect is going to be a particularly interesting year.
Nikko's new house view on global equities moves to neutral
2 October 2015 - An overweight stance on global equities that was largely in place since September 2011 has been reduced to neutral by Nikko Asset Management’s Global Investment Committee (GIC) as the committee members were less optimistic about the outlook of corporate earnings and share prices in the United States, according to the company’s latest house view.
New boss at Nikko Asset Management
18 September 2015 - Peter Lynn has been promoted within Nikko and his replacement has been found at AMP Capital.
Is A Global Recession Approaching?
3 September 2015 - Despite this evidence of a new global malaise, there are still those that continue to expect the US economy to “ride to the rescue” over the next few...
Nikko picks up mandate
31 August 2015 - Nikko Asset Management New Zealand has won a new mandate to manage private health insurer nib New Zealand’s investment funds, of over $100 million.
Our summary on a complex world
3 August 2015 - Without a doubt, we find the current state of the global economy more complex than perhaps at any other time in our 25 years of experience. Even a year...
AFAs give Nikko a retail boost
21 July 2015 - Engaging with financial advisers has helped boost Nikko Asset Management’s retail funds under management more than 200% over the past 14 months, its managing director says.
Nikko keeps global equity focus
7 July 2015 - Nikko Asset Management has opted to retain its overweight stance on global equities. It says G3 economies are expected to remain strong, thanks to US-led...
Commodity producers face a difficult year
1 July 2015 - In this month's column economist Andrew Hunt looks at the future trends for currencies of commodity producing nations like New Zealand.
A Global Savings Glut? Or Just Deflationary Forces?
3 June 2015 - One of the reasons that we tend to eschew “black box” forecasting models of any economy (aside from the fact that our econometrics courses now seem...
Investors urged to consider alternatives
8 May 2015 - Investors worried about equity markets being fully valued could benefit from looking to alternative investments, says the managing director of Nikko Asset Management in New Zealand.
The Problem with Zero Interest Rates
4 May 2015 - Over the last 20 or so years, global interest rates and bond yields have collapsed to levels that few would have thought possible even in the late 1980s...
FMOY finalists named
24 April 2015 - While you don't hear much about the INFINZ awards it does have categories for Fund Manager of the Year and FMOY - Equities. This year AMP Capital, ANZ...
Triffin Revisited: Why the Unwinding of the Dilemma Matters
2 April 2015 - There is a well-known dilemma that exists for the country that “owns” or operates the global reserve currency. Since global trade and many capital...
