Evolving Markets

Investment Insights by our experts and thought leaders

Italian Elections: More of the Same Political Dysfunction

Poor economic and fiscal policies are, and will likely be, a recurring theme in Italian politics. However, from a trade perspective, we see Italy to remain a good carry/spread trade for at least the next twelve months against a backdrop of improving GDP growth in 2018 and 2019.

Forbes: 2% U.S. Core Inflation In Sight

Today's very high Core CPI result is one more indication that inflation is rising.

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

Forbes: The BOJ: Kuroda Again, But What's New?

The Japanese media are widely reporting that Governor Kuroda will be reappointed, which surprises very few people. Whether he wishes to finish his new five-year term is open to question, so the choice of Deputy Governor will likely be important.

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

Australian Household Debt — The Economic Cost of High House Prices

Over the past 15 years Australian house prices have been on an incredible run, resulting in Australian households becoming some of the most indebted in the world. So what is the economic cost of Australia’s sky high property prices and what could it mean for property prices in 2018?

Forbes: The New Fed And Why The MBS Market Will Likely Suffer

Both Fed candidates support tapering MBS holdings faster than the current plan. This would likely raise mortgage rates and tame US housing prices, which are likely rising too fast for comfort.

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

MSCI Inclusion of Domestic ‘A’ Shares is China's Grand Entrance onto World Stage

Imagine a day when "Asia ex-China" portfolios are the norm. We think this is not too far-fetched an idea.

Forbes: Why Loretta Mester Should Be Fed Vice Chair

“Even though Mester is often perceived as a hawk, she is quite centrist in the current environment.”

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

2018 Japan Equity Outlook

With the Nikkei Index breaching the 24,000 mark, its highest level in 26 years, Japan appears to have put its “lost decade” of growth well behind it.

From freezing the bubble to a beautiful China

A flying visit into China post the 19th Party Congress seemed like a good idea. I got the sense that post the conference, visibility and direction over the next five years was reasonably clear. But it is more difficult to hold a similar view for 2018.

2018 Emerging Markets Outlook

Our Senior Portfolio Manager for Emerging Markets in London forecasts that in 2018, this asset class could well match 2017’s achievement.

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Global Equity:
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Global Equity: Identifying Future Quality