EMEA
Insights
Investment Insights by our experts and thought leaders
Future Quality Insights: healthcare offers diversification from market hot spots
by , — 02 April, 2024
We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic growth opportunities if we choose the right companies.
Why households are key to the next phase of Japan’s “virtuous circle” of reflation
by , — 02 April, 2024
Japanese households, long under-invested in financial markets, are expected to play a significant part in the country’s “virtuous circle” of reflation as they seek returns capable of keeping up with inflation.
Balancing Act-Monthly insights: Multi-Asset Team-March 2024
by — 26 March, 2024
Improving economic dynamics defy conventional logic of what one would expect from one of the most aggressive tightening cycles in history. However, if one considers the magnitude of the 2020 expansion in money supply, there is still significant excess liquidity, perhaps transmitting to resilient demand and cash flow that so far exceeds the headwinds of higher rates.
What’s changing in India?
by — 25 March, 2024
In this article, the Asian Equity Team at Nikko AM explores the structural drivers and key factors behind India's longer-term economic growth trajectory, and the implications for equity investors.
Harnessing Change - Monthly Insights: Asian Equity-February 2024
by — 22 March, 2024
We think that there could be some short-term rebound in China as valuations are in extreme oversold territory. However, for the rally to be more sustainable, we are monitoring for a few drivers, including supply-side measures that can resolve China’s main housing issues.
On the Ground in Asia-Monthly Insights: Asian Fixed Income (February 2024)
by — 21 March, 2024
We maintain a positive outlook for Asian local government bonds, particularly India, Indonesia and Philippine bonds. In our view, the disinflation trends in these countries should provide the Reserve Bank of India, Bank Indonesia and Bangko Sentral ng Pilipinas with the flexibility to shift towards rate cuts later in the year.
BOJ takes significant yet incremental step on path back to “normal” rates
by , — 19 March, 2024
The “trial balloons” of media announcements in advance of today’s interest rate hike by the Bank of Japan —its first in 17 years—apparently did their job, as the end of its negative interest rate policy, yield curve control and ETF purchases were smoothly digested by markets.
Prospect of lower rates makes Asian REITs an increasingly vibrant asset class
by — 19 March, 2024
The Asian REIT market is the second-largest REIT market globally, but there is still plenty of room for growth. As REIT regulations and listing processes become increasingly market-friendly in newer REIT markets, we expect more asset owners to securitise their real estate into REIT products, driving greater investor interest.
The stage is now set for a Biden versus Trump rematch in November. So, what does this mean for sustainable bonds?
Vietnam seeing a full turnaround in fortunes
by — 13 March, 2024
We visited Vietnam in February and found that business and economic prospects have turned around completely for the better from a year ago. Interest rates have normalised, and mortgage terms are the most favourable that we have ever seen in Vietnam.
