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Global Equity Quarterly Q2 2020
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
https://emea.nikkoam.com/articles/2020/global-equity-quarterly-q2-2020 -
Future Quality Insights - August 2020
SHARE THIS While everyone’s individual experience of this global pandemic has been different, there are many shared experiences that we hope readers will be familiar with. In short, the adaptations we have made as a society have changed the way we live...
https://emea.nikkoam.com/articles/2020/future-quality-insights-2008 -
SugAbe-nomics
SHARE THIS It does not seem that there are enough differences between Abenomics and the proposed economic policies of likely new Prime Minister Suga to justify the completely new portmanteau “Suganomics,” as a few analysts have suggested.
https://emea.nikkoam.com/articles/2020/sugabe-nomics -
Suga - Likely the most pro-Third Arrow reform PM in Japan’s history
SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.
https://emea.nikkoam.com/articles/2020/suga-likely-the-most-pro -
Asian equity monthly – August 2020
SHARE THIS Asian stocks posted gains for the third consecutive month, boosted by positive COVID-19 vaccine developments around the world, the persistently weak US dollar (USD) and resilient Chinese economic data.
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-august-2020 -
ASEAN equities: Uncovering opportunities in uncertain times
SHARE THIS The price bifurcation of ASEAN equities this year caused by the COVID-19 pandemic is creating ample stock-picking opportunities for long-term investors. Read on to find out which markets and sectors in the ASEAN region that we have the...
https://emea.nikkoam.com/articles/2020/asean-equities -
Global Investment Committee Outlook: A new regime ahead
SHARE THIS Clearly, it remains difficult to predict events in this volatile environment, but in the interest of our clients, we do our best and fortunately this time, we had virtually unanimous agreement on a similar scenario as in June, both...
https://emea.nikkoam.com/articles/2020/global-investment-committee-outlook -
Japan Equity Monthly - September 2020
SHARE THIS Yoshihide Suga, Japan’s new prime minister, is widely expected to retain his predecessor’s fiscal and monetary policies known as “Abenomics”.
https://emea.nikkoam.com/articles/2020/japan-equity-monthly-september-2020 -
Internet healthcare - a reset of healthcare delivery in Asia
SHARE THIS The Covid-19 pandemic has accelerated the adoption of internet-based healthcare services. Growing in importance, penetration and acceptance, telemedicine will revolutionise and augment Asia’s healthcare systems.
https://emea.nikkoam.com/articles/2020/internet-healthcare -
Maintaining Prosperity During Turmoil
SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...
https://emea.nikkoam.com/articles/2020/maintaining-prosperity -
Australian equity monthly - September 2020
SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.
https://emea.nikkoam.com/articles/2020/australian-equities-monthly-september-2020 -
Australian Fixed Income Monthly – September 2020
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 1.08% over the month.
https://emea.nikkoam.com/articles/2020/australian-fixed-income-monthly-september-2020 -
Asian equity monthly – September 2020
SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.
https://emea.nikkoam.com/articles/2020/asian-equity-monthly-september-2020 -
The new age of credit research
SHARE THIS We believe our active approach to credit investing allows us to better serve clients, as indiscriminate waves of downgrades following the turbulence that has rattled global financial markets this year presents us with compelling...
https://emea.nikkoam.com/articles/2020/the-new-age-of-credit-research -
Multi-asset monthly - October 2020
SHARE THIS October 2020 Second and third waves of the virus will also slow the recovery. But importantly, mortality rates have been lower, suggesting that the world continues to learn to live with the virus without requiring broad lockdowns.
https://emea.nikkoam.com/articles/2020/multi-asset-october-2020 -
Asian Fixed Income Monthly - September 2020
SHARE THIS US Treasury (UST) yields traded in a narrow range during the month. Factors such as the second wave of COVID-19 infections in Europe, lingering volatility in US equities and continued lack of consensus on further fiscal support weighed on...
https://emea.nikkoam.com/articles/2020/asian-fixed-income-monthly-september-2020 -
Adapting to the “new normal”: Japan’s paradox
SHARE THIS With the global outbreak of COVID-19 in the first half of 2020, the world was turned upside down. Under such circumstances, Japanese companies are now faced with new challenges to adapt to this “new normal”.
https://emea.nikkoam.com/articles/2020/adapting-to-the-new-normal -
Positioning for reflation
SHARE THIS Coordinated fiscal and monetary stimulus is likely to support global demand and therefore reflation in the years ahead. We see this opening up broader growth opportunities, and ultimately better scope for portfolio diversification.
https://emea.nikkoam.com/articles/2020/positioning-reflation -
Bad Ideas Report
SHARE THIS Today, we believe the global economy is undergoing the largest technological transformation in history. Disruptive innovation should displace industry incumbents, increase efficiencies, and gain majority market share. As technologies emerge...
https://emea.nikkoam.com/articles/2020/bad-ideas-report -
China’s bond market: a space to watch
SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...
https://emea.nikkoam.com/articles/2020/china-bond-market
