“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
The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.
Theresa May’s Conservative Party lost its outright majority in last Thursday’s general election. What are the implications for Brexit and the markets?
Our team of our Portfolio Managers in London, one of whom hails from France, reviews the prospects and ramifications of this weekend's French election.
Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks
We expect Italian assets to underperform until it becomes clear who will be able to form and lead a new government. Nevertheless the outcome of the referendum was already priced into financial markets.
Our Multi-Asset portfolio manager based in Singapore reviews the prospects for profit margin expansion in the three main Emerging Market regions.
Our UK expert on BREXIT and our chief global strategist respond to Japan’s concern about its investments in the UK.
Our expert on Turkey details his cautious stance on Turkey's near-term future.