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Harvesting Growth, Harnessing Change: Monthly Insights from the Asian Equity Team-October 2021
SHARE THIS Asian stocks rose in October, with investors remaining focused on rising inflationary pressures and the US Federal Reserve’s tapering plans. The markets’ key concern is China’s economic performance and its impact on the energy and commodity...
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-october-2021 -
On the ground in Asia: Monthly insights from the Asian Fixed Income Team-October 2021
SHARE THIS We expect Indonesian bonds to outperform, as demand is supported by positive supply technicals. Meanwhile, we see bonds of low-yielding countries like Singapore, South Korea and Thailand prone to bear flattening, driven mainly by UST...
https://emea.nikkoam.com/articles/2021/asian-fixed-income-monthly-october-21 -
Balancing Act: Monthly insights from the Global Multi-Asset Team-November 2021
SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...
https://emea.nikkoam.com/articles/2021/multi-asset-november-2021 -
Japan Value Insights: Medical technology key to value and addressing inefficiencies
SHARE THIS Japan’s rapidly advancing medical technology is viewed as a way to address the healthcare sector’s inefficiencies while at the same time offering potential value opportunities.
https://emea.nikkoam.com/articles/2021/japan-value-2111 -
Japan Value Insights
SHARE THIS Japan’s drive to embrace hydrogen as an alternative energy source is an opportunity to identify hidden value in firms that are willing to tackle and resolve social issues.
https://emea.nikkoam.com/articles/2021/japan-value-2109 -
New Zealand Equity Monthly (May 2025)
SHARE THIS New Zealand’s climate-related disclosures regime came into effect for reporting periods beginning on or after 1 January 2023 and the first rounds of annual reports were released in 2024. Now that the second year of reporting is underway, we...
https://emea.nikkoam.com/articles/2025/nz-equity-monthly-may-2025 -
Japan’s equity markets: an active investment paradise
SHARE THIS Japan Equity Investment Director Junichi Takayama explains how active management can help identify opportunities, particularly within the small and mid-cap markets.
https://emea.nikkoam.com/articles/2024/japans-equity-markets-an-active-investment-paradise -
Five Years of Disruptive Innovation
SHARE THIS To mark five years since the launch of the Nikko AM ARK Disruptive Innovation Fund, Nikko AM and ARK Invest take a look at the five primary innovation platforms, their achievements over the last five years, and our expectations for them...
https://emea.nikkoam.com/articles/2023/five-years-of-disruptive-innovation -
Consumption in Asia from a new perspective
SHARE THIS Asia’s consumption trends were once thought to be heavily influenced by those in the West, but that is no longer the case. Asian consumers have diverse tastes and influences and they are starting to dictate global trends instead of merely...
https://emea.nikkoam.com/articles/2023/consumption-in-asia-from-a-new-perspective -
ESG through an Asian equity lens
SHARE THIS In recent years, the increased focus on ESG has validated our beliefs. Yet, the complex and fast-changing economies and societies that make up Asia continue to be a challenge confronting investors looking to apply ESG analysis across Asian...
https://emea.nikkoam.com/articles/2022/esg-through-an-asian-equity-lens-2209 -
Reaping big rewards in Asian small caps
SHARE THIS Grace Yan, a Senior Portfolio Manager and a member of the Nikko AM Asian Equity Team, talks about the underlying reasons behind her recent success in winning Citywire Asia’s Best Fund Manager award and her passion about uncovering hidden...
https://emea.nikkoam.com/articles/2021/reaping-big-rewards -
Sustainability - Corporate Sustainability
SHARE THIS Corporate Sustainability Since 2018, our Corporate Sustainability Department has driven sustainability into our corporate culture. From curating our strategy and aligning ourselves to maximise our impact in our offices through 3 core...
https://emea.nikkoam.com/sustainability/corporate-sustainability -
Sustainability - Australian Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...
https://emea.nikkoam.com/sustainability/investment-management/australian-equity -
Sustainability - Australian Fixed Income
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Fixed Income Our Philosophy For the Australian Fixed Income team, credit is a key pillar of alpha generation across all portfolios that we manage. Our process focuses on using credit to add...
https://emea.nikkoam.com/sustainability/investment-management/australian-fixed-income -
Sustainability - New Zealand Equity and Fixed Income
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT New Zealand Equity and Fixed Income Our Philosophy Nikko AM New Zealand’s equity and bond teams have a united voice on ESG issues. We are primarily medium- to long-term investors with a fundamentally...
https://emea.nikkoam.com/sustainability/investment-management/new-zealand -
Sustainability - US Investment
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT U.S. Investment Our Philosophy On the US investment team, we believe that the three core factors behind sustainable, responsible investing — environmental, social, and governance (ESG) — are inherent to...
https://emea.nikkoam.com/sustainability/investment-management/us-investment -
Sustainability - Fiduciary & ESG Principles
SHARE THIS SUSTAINABILITY Fiduciary & ESG Principles Nikko AM’s Commitment to Responsible Investing Nikko Asset Management (“Nikko AM” or “we”) is a long term, global investor across multiple asset classes, acting in the best interests of our clients....
https://emea.nikkoam.com/sustainability/fiduciary-esg-principles -
Sustainability - Activities
SHARE THIS SUSTAINABILITY Activities Establishing a global sustainability function at Nikko AM has been critical to setting our sustainability strategy and ensuring that global initiatives are well-coordinated and effectively implemented. The global...
https://emea.nikkoam.com/sustainability/activities -
Sustainability - Global Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Equity Our Philosophy Society cannot solve the problems that it faces today without the private sector making a significant contribution. It is our view that businesses with solutions to...
https://emea.nikkoam.com/sustainability/investment-management/global-equity -
Sustainability - Japan Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Equity Our Philosophy To generate new growth, companies today must have a strong approach to ESG. By investing in the stocks of such companies, we believe that excess returns can be achieved over...
https://emea.nikkoam.com/sustainability/investment-management/japan-equity
