Insights

Investment Insights by our experts and thought leaders

Global Equity Quarterly Report - Q3 2017

Johnson Matthey (JMAT) is celebrating its 200th birthday this year. Over the course of that long history, the business has faced several challenges but always found new ways to keep itself relevant - based on their core competencies in metallurgical science.

“Although Mester and Yellen do not align closely with Trump’s values, they are at least professional central bankers and can likely be relied upon to drive a non-political, non-confrontational but most importantly a safe course for monetary policy and bank regulation.”

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

Japan’s “Show Me the Money” Corporate Governance

The release of the second quarter data on aggregate Japanese corporate profits confirms my twelve-year theme about improving corporate governance in Japan and how investors should not worry about the slow domestic economy.

Germany's Election Should Be Supportive

Our London-based Global Credit Portfolio Manager lays out the scenarios of the upcoming German election and its ramifications for select German credits.

Reforming India

Our equity portfolio manager who specializes in India concludes that reforms should have a very positive effect on that country’s growth.

Forbes: Why Global Equity Markets Are Ignoring Political Disorder

“Global investors and corporations should adhere to the model that political spats are no reason to get overly frightened or paralyzed.”

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

China: the great disruptor of our time

As China’s economic development enters a more sophisticated and mature phase, it is beginning to challenge many of the status quos that have been taken for granted since the middle of the 20th century.

Asian Equity Monthly Outlook - August 2017

The MSCI AC Asia ex Japan (AxJ) Index rose by 5.3% in US dollar (USD) terms, outperforming the MSCI AC World Index and bringing year-to-date returns to 29.4%.

Asian Fixed Income Monthly Outlook - August 2017

US Treasury (UST) yields ended largely unchanged in July following soft US inflation print, dovish comments from the Federal Reserve and expectations of an autumn policy shift from the European Central Bank.

Australian housing – Still waiting for the decline

We identify the fundamentals that have supported Australian housing and the signals that investors should look for to determine if this period of positive appreciation is coming to an end.

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Global Equity:
Identifying Future Quality

Global Equity: Identifying Future Quality