blur
Latest news
  • 3 Feb 2016
    2016 Macroeconomic Outlook
    The major theme influencing fixed income and currency markets in 2015 was monetary policy divergence and we expect this to continue. With other central banks still in an easing cycle, we are sceptical as to whether the Fed will be able to maintain its expected pace of rate hikes in 2016.
  • 3 Feb 2016
    2016 Fixed Income Outlook
    For 2016, we expect bond yields to be range-bound, but envisage opportunities in selected semi-government issuers. We are still concerned that investment-grade credit spreads may yet widen. As a result, we are avoiding the higher price volatility of longer maturity credit.
  • 3 Feb 2016
    2016 Australian Equity Market Outlook
    The Australian share market looks 20% undervalued on a price/book basis and value is opening up across a number of sectors and stocks - notwithstanding concerns around global growth, Chinese growth and the oil price.
  • 3 Feb 2016
    2016 Multi-Asset Outlook
    2015 was a forgettable year for investors. Overall, we are more positive on 2016 than 2015 given the pockets of value that have already emerged and the opportunity to allocate to attractively priced assets as the adjustment process continues. However, we expect increasing geopolitical instability, particularly in EMs.
      Read more news
Latest news
  • 3 Feb 2016
    2016 Macroeconomic Outlook
    The major theme influencing fixed income and currency markets in 2015 was monetary policy divergence and we expect this to continue. With other central banks still in an easing cycle, we are sceptical as to whether the Fed will be able to maintain its expected pace of rate hikes in 2016.
  • 3 Feb 2016
    2016 Fixed Income Outlook
    For 2016, we expect bond yields to be range-bound, but envisage opportunities in selected semi-government issuers. We are still concerned that investment-grade credit spreads may yet widen. As a result, we are avoiding the higher price volatility of longer maturity credit.
  • 3 Feb 2016
    2016 Australian Equity Market Outlook
    The Australian share market looks 20% undervalued on a price/book basis and value is opening up across a number of sectors and stocks - notwithstanding concerns around global growth, Chinese growth and the oil price.
  • 3 Feb 2016
    2016 Multi-Asset Outlook
    2015 was a forgettable year for investors. Overall, we are more positive on 2016 than 2015 given the pockets of value that have already emerged and the opportunity to allocate to attractively priced assets as the adjustment process continues. However, we expect increasing geopolitical instability, particularly in EMs.
      Read more news
Back to top
Switch to Nikko AM Australia website