Europe

Investment Insights by our experts and thought leaders

BREXIT: Firming up the Plan

As the UK’s pathway to EU exit evolves, one of our local portfolio managers outlines our current thoughts on the UK’s economic and political outlook.

Turkey on a Knife's Edge

Our London-based expert on Turkey updates his views on the precarious situation there.

House View: Bullish on Global Equities and the USD in 2017

Nikko AM's Global Investment Committee's 2017 Outlook — More Economic and Equity Reflation, Despite Less Dovish Central Banks

Italian Referendum: Nikko AM Europe Fixed Income Commentary

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.

Hard Brexit? Keep calm and carry on — 04 Nov Update

Simon Down, one of our senior fixed income portfolio managers in London, gives his latest analysis on the evolving Brexit situation.

Earnings recovery is much more achievable in EM Asia than LatAm or EMEA

Our Multi-Asset portfolio manager based in Singapore reviews the prospects for profit margin expansion in the three main Emerging Market regions.

Hard Brexit? Keep calm and carry on

With several months passing since the UK referendum on EU membership, two of our senior fixed income portfolio managers in London, Simon Down and Holger Mertens, update their views.

Will Japan Exit the UK?

Our UK expert on BREXIT and our chief global strategist respond to Japan’s concern about its investments in the UK.

Erdogan Hammers the Parallel State

Our expert on Turkey details his cautious stance on Turkey's near-term future.

What does Brexit mean for Emerging Markets?

Following our analysis of the recent UK vote, our Emerging Market debt team in London discusses Brexit's potential ramifications for this asset class.

How to Invest

For more information on Nikko Asset Management's UCITS or tailored investment mandates managed specifically for each client, please contact:

Email: EMEAenquiries@nikkoam.com
Tel: +44-20-7796-9866

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