EMEA
Search Nikko AM
-
Sustainability - Asian Equity
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Equity Our Philosophy We see the Asian region as being comprised of diverse growth markets, where fundamental drivers can lead to substantial and rapid change. As such, our investment process is...
https://emea.nikkoam.com/sustainability/investment-management/asian-equity -
Sustainability - Global Fixed Income
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Fixed Income Our Philosophy We believe in employing a consistent investment process that incorporates quantitative and qualitative inputs to generate ideas and construct high conviction...
https://emea.nikkoam.com/sustainability/investment-management/global-fixed-income -
Sustainability - Japan Fixed Income
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Fixed Income Our Philosophy In order to pursue excellent performance in domestic bond management, it is critical to evaluate creditworthiness by analysing both quantitative risks, such as debt...
https://emea.nikkoam.com/sustainability/investment-management/japan-fixed-income -
Sustainability - Asian Fixed Income
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Fixed Income Our Philosophy Our Investment philosophy is premised on capital preservation, investing for the long-term and value discipline. Our Asian Fixed Income team believes that markets are...
https://emea.nikkoam.com/sustainability/investment-management/asian-fixed-income -
Nikko AM ARK Disruptive Innovation Fund
SHARE THIS Disruptive Innovation Introducing the Nikko AM ARK Disruptive Innovation Fund UCITS Fund Information At Nikko AM we believe that disruptive innovation is key to investing in the future. In August 2017 we partnered with ARK Invest – a company...
https://emea.nikkoam.com/sp/nikkoam-ark-disruptive-innovation-fund-lp -
Global Equity 2019 LP
SHARE THIS Menu Your goals, our commitment. Future Quality Team Process Insights Downloads Contact Global Equity Future Quality: Attain and sustain high returns on investment Driven by a passion for uncovering Future Quality investments, we build...
https://emea.nikkoam.com/sp/global-equity -
Asia ex Japan Equity
SHARE THIS
https://emea.nikkoam.com/institutional/equity-strategies/asia-ex-japan-equity -
Global Credit
SHARE THIS {loadmoduleid 183}
https://emea.nikkoam.com/institutional/fixed-income-strategies/global-credit -
Invest Asia
SHARE THIS Homepage Our Asian Equity Team Our Asian Outlook Our Investment Process The Growth of Asia GLOBAL OUTLOOK ASIAN INSIGHT. LOCAL EXPERIENCE. Which is more valuable? Good guess! But this bangle is carved out of a lower grade jadeite and priced...
https://emea.nikkoam.com/sp/investasia-alt -
China
SHARE THIS
https://emea.nikkoam.com/institutional/equity-strategies/china -
Unlocking fixed income biodiversity opportunities: NWB Bank
SHARE THIS While bond issuers have embraced the opportunity to help fund the transition toward carbon neutrality, the issuance of nature and biodiversity-related bonds remains more limited. However, biodiversity bond issuance is beginning to move from...
https://emea.nikkoam.com/articles/2024/unlocking-fixed-income-biodiversity-opportunities -
Japan’s reform measures pave the way for an exceptional 2024
SHARE THIS Last year, global investors turned their attention firmly towards Japan as a way of increasing their Asia exposure while avoiding perceived geopolitical and regulatory risks linked to China, and amid the high inflation environment dominating...
https://emea.nikkoam.com/articles/2024/2402-japan-reform-measures -
Consumption potential in China’s lower-tier cities
SHARE THIS While consumer sentiment may be weaker across China presently, we believe that the long-term outlook for the country’s consumer sector remains attractive. China’s lower-tier cities are stepping up to fuel the growth engine that once relied...
https://emea.nikkoam.com/articles/2023/consumption-potential-in-chinas-2301 -
Global Unconstrained Bond Fund Q3 2022 Outlook
SHARE THIS We present our Q3 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
https://emea.nikkoam.com/articles/2022/global-unconstrained-bond-fund-q3-2022 -
New Zealand Equity Monthly – April 2022
SHARE THIS This month we turn our focus to developments in China and their impact on New Zealand companies. New Zealand’s trade with China expanded by 22% in 2021 despite COVID-19 having an impact throughout the year. This highlights the incredible...
https://emea.nikkoam.com/articles/2022/new-zealand-equity-monthly-april-2022 -
Despite fearmongering on demographics, Japan’s business has soared
SHARE THIS Pundits need to be careful about scaring people regarding Japan and, thus, harming its economic future. This is especially true regarding recent high profile, wildly exaggerated tweets about demographics, a decades-old theme; clearly, this...
https://emea.nikkoam.com/articles/2022/despite-fearmongering-demographics-japan -
Strategic shift in Japanese equities: uncovering takeover triggers
SHARE THIS Japan's corporate governance landscape is continuing to evolve, highlighted by increases in shareholder activism and unsolicited takeover offers. The reforms initiated over the past decade have led to a more open corporate climate, and there...
https://emea.nikkoam.com/articles/2025/strategic-shift-japanese-equities-june-2025 -
Japan plays the long game to keep structural recovery intact
SHARE THIS Japanese equities have not been immune to tariff worries. However, it is worth remembering that Japan is playing the long game: the country is undergoing structural reflation driven by factors unlikely to be reversed by market volatility or...
https://emea.nikkoam.com/articles/2025/japan-plays-long-game-june-2025 -
End of “lazy” earnings era may bring fresh opportunities for stock pickers
SHARE THIS For 30 years, policy factors like falling corporate tax and interest rates were seen to have generated a bulk of corporate profits, reducing stock-selection opportunities. There are indications that this policy-driven earnings era is coming...
https://emea.nikkoam.com/articles/2025/end-of-lazy-earnings-era-brings-fresh-opportunities-march-2025 -
Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value
SHARE THIS Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability issues have become a key part of corporate governance practices, showed that ESG integration can drive shareholder value. The significant...
https://emea.nikkoam.com/articles/2024/yanagi-model-in-practice
