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)


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...

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