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Harnessing Change-Monthly Insights: Asian Equity (September 2024)
SHARE THIS The market expects more rate cuts from the Fed, giving Asian central banks room to lower rates, which is very supportive for domestic growth. Meanwhile, with more China stimulus measures anticipated, we see asset allocation into Chinese...
https://emea.nikkoam.com/articles/2024/asian-equity-september-2024 -
Global Equity Quarterly (Q3 2024)
SHARE THIS The markets suggest that growth will stay at a premium in the short term. Hence, our focus on Future Quality companies, especially those capable of taking market share as the economic backdrop worsens, may prove beneficial.
https://emea.nikkoam.com/articles/2024/global-equity-quarterly-q3-2024 -
Future Quality Insights: pandemic memories and ongoing impact on companies
SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...
https://emea.nikkoam.com/articles/2024/future-quality-insights-2412 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income (December 2024)
SHARE THIS We expect Asian local government bonds to perform well in 2025, supported by accommodative central banks amid an environment of benign inflation and moderating growth. The ongoing global easing cycle is expected to lower global yields,...
https://emea.nikkoam.com/articles/2025/asian-fixed-income-december-2024 -
How Japan can safeguard against US tariffs
SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...
https://emea.nikkoam.com/articles/2025/how-japan-can-safeguard-against-us-tariffs-2025 -
What the return of interest rates means for Japan
SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...
https://emea.nikkoam.com/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan -
ASEAN’s investment potential in a Trump 2.0 world
SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.
https://emea.nikkoam.com/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025 -
Global Investment Committee’s outlook: regime shift to a more volatile world
SHARE THIS With the US “exceptionalism” narrative fading, we see value in global diversification. We observe potential turning points in Europe and China equities that may serve as opportunities to diversify global portfolios. Volatile market...
https://emea.nikkoam.com/articles/2025/gic-outlook-march-2025 -
The reckoning of ESG: turning the backlash into opportunity
SHARE THIS The backlash against ESG should be seen not as a setback but as a catalyst for progress. By embracing Rational Sustainability and focusing on financial materiality, asset managers can enhance their investment strategies, fulfil their...
https://emea.nikkoam.com/articles/2025/the-reckoning-of-esg-june-2025
