Insights

“Wall Street seems to have long had a hands-off warning to the Fed, which seems to have been very effective, but does this really deserve to be continued? Can Wall Street effectively regulate against speculative bubbles?”

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

What is the prognosis for Emerging Markets as major global central banks begin to tighten policy?

The ageing world presents significant savings and productivity challenges to this and subsequent generations of investors and workers. Change will no doubt remain a constant, as it has been throughout the last two centuries in particular.

China’s dual goals of deleveraging and maintaining strong growth may not necessarily conflict, but they certainly pose a delicate balancing act for the government.

The rapid development of the Asia Credit markets provides new opportunities to improve the risk and return profile for investors.

“ECB rhetoric might waver back and forth, but unless there is a global downturn or a major political revolution in Italy, its monetary policy will become less accommodative...”

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

Our top Japanese Equity staff, including our CIO, report on how Corporate Governance remains on a strong upward trend, which should boost alpha for active managers and beta for the overall market via improvements in ROE and shareholder distributions.

The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.

Changing perception of ESG’s performance impact: An active ESG approach is now regarded as a catalyst for outperformance.

Theresa May’s Conservative Party lost its outright majority in last Thursday’s general election. What are the implications for Brexit and the markets?