Five charts to make sense of this market
Nikko AM
Nikko AM
Following the US election, we have seen bond rates continuing to increase, a stronger US dollar, firmer commodity prices, and a US stock market at all-time highs. Commodity prices (especially metals) are rising strongly in an environment where, previously, they would be stable, or even falling. The change in several historical price relationships (such as the US dollar and commodities) has created a unique investment environment. Is optimism around the US President-elect’s fiscal expansion masking the true deflationary picture? (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies.
In April 2021, Yarra Capital Management acquired Nikko Asset Management’s Australian business and assumed responsibility for the distribution of Nikko Asset Management’s funds in the Australian market.
7 topics
Nikko AM
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Nikko AM
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Comments
Comments
Sign In or Join Free to comment