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Global Investment Committee’s outlook: growth cycle may continue but mind the fatter tails
SHARE THIS We have upgraded our near-term economic outlook for the US and anticipate Japan's "virtuous circle" to remain intact. Predicting the timing of any cyclical market downturn remains challenging. However, we also highlight heightened tail risks...
https://emea.nikkoam.com/articles/2024/gic-outlook-december-2024 -
Global equity outlook 2025
SHARE THIS Throughout history, equity investors have benefitted from maintaining a long-term view and an optimistic outlook on humanity's ability to prevail in the face of adversity. This might once again be the case, meaning that the biggest risk...
https://emea.nikkoam.com/articles/2024/global-equity-outlook-2025 -
Global fixed income outlook 2025
SHARE THIS We believe that a changing political environment could present opportunities across asset classes in 2025, with fixed income in particular poised to benefit as markets adjust to more realistic inflation expectations.
https://emea.nikkoam.com/articles/2024/global-fixed-income-outlook-2025 -
Staying on the road less travelled
SHARE THIS As global equity investors, we are often asked how we have successfully navigated an evolving market landscape since the strategy’s inception in 2014. The truth can ultimately be attributed to three key factors: humility, collaboration with...
https://emea.nikkoam.com/articles/2024/2410-staying-on-the-road-less-travelled -
Change as the only constant: investing in a world in transition
SHARE THIS The Global Equity Team answers the following questions related to the key trends they see emerging: 1)does the AI investment theme still offer significant long-term potential? 2) will the market leadership broaden beyond technology names...
https://emea.nikkoam.com/articles/2024/change-as-the-only-constant-2024 -
Seeing further: the increasing role of electrification in the energy transition
SHARE THIS Energy consumption forms the backbone of modern lifestyles, and global economic growth is fundamentally dependant on energy supply growth. But as we consider the transition from fossil fuels to clean energy alternatives, the scale of the...
https://emea.nikkoam.com/articles/2024/the-increasing-role-of-electrification-2024 -
Investing in Japan: an insider's perspective with Naomi Fink
SHARE THIS Naomi Fink recently joined Nikko Asset Management as a Global Strategist based in Tokyo. We sat down with Naomi to discuss her personal relationship with Japan, and to hear her views on arguably the most talked-about investment region in the...
https://emea.nikkoam.com/articles/2024/investing-in-japan-2024 -
What’s changing in India?
SHARE THIS In this article, the Asian Equity Team at Nikko AM explores the structural drivers and key factors behind India's longer-term economic growth trajectory, and the implications for equity investors.
https://emea.nikkoam.com/articles/2024/whats-changing-in-india-2024 -
Japan transitioning from cyclical reflation to structural recovery for balanced growth
SHARE THIS We explain how reflationary dynamics underpin the foundations of Japan’s incipient structural recovery and illustrate why we believe the country’s equity comeback should not be written off as another flash-in-the-pan cyclical upturn headed...
https://emea.nikkoam.com/articles/2024/japan-transitioning-from-cyclical-reflation -
Global equity outlook 2024
SHARE THIS We are heading into a changing world, where the more recent past can no longer be relied on to guide our path forward. But we are not blindfolded. There are tools we can use to provide a greater degree of certainty. Our Future Quality...
https://emea.nikkoam.com/articles/2023/global-equity-outlook-2024 -
Japan equity outlook 2024
SHARE THIS We expect 2024 to be a year of domestic consolidation and long-term reform measures, where markets are driven more by Japan-specific events than by global factors. After decades of deflation, we see Japan as finally breaking out of this...
https://emea.nikkoam.com/articles/2023/japan-equity-outlook-2024 -
Realigning fixed income with purpose
SHARE THIS While fixed income issuance has become a standard mechanism for governments and companies to raise finance, it often lacks a defined purpose. However, the growing trend of responsible investing is changing that. The need to tackle our...
https://emea.nikkoam.com/articles/2023/2310-realigning-fixed-income-with-purpose -
Press Release - 20231016_01
SHARE THIS Nikko AM Expands Green Bond Capability Nikko Asset Management (“Nikko AM”) today announces the expansion of its Green Bond capability. This provides investors a broader investment universe beyond SSA (Sovereign, Supranational, and Agency)...
https://emea.nikkoam.com/media-center/press-releases/2023/press-releases-231016_01 -
Navigating China markets amidst property sector headwinds
SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.
https://emea.nikkoam.com/articles/2023/2309-navigating-china-markets-amidst-property-sector-headwinds -
New Zealand Fixed Income Monthly – April 2023
SHARE THIS As New Zealand’s current tightening cycle started about 19 months ago, it can already be said to be mature. It also follows that the full impact of the monetary policy decisions taken so far should now be building in the economy.
https://emea.nikkoam.com/articles/2023/nz-fixed-income-monthly-april-23 -
A fundamental change for AI?
SHARE THIS As the exponential growth of machine learning kicks in, we believe that big technology companies with the first mover advantage in AI and high-end manufacturers of AI-focused hardware and microprocessors, notably Asian players, are in a...
https://emea.nikkoam.com/articles/2023/a-fundamental-change-for-ai -
2022 Asian Equity Outlook: Well positioned to navigate tightening
SHARE THIS We believe that Asian economies are well positioned to navigate monetary tightening in the US. Government finances are healthier, as are corporate balance sheets. Most Asian economies are digitising faster than their western peers, while...
https://emea.nikkoam.com/articles/2022/asian-equity-outlook-2022 -
A new era for manager due diligence
SHARE THIS The 2007-2008 global financial crisis had a lasting impact on public and private pension funds, as the collapse of Lehman Brothers and massive fraud committed by Wall Street money manager Bernie Madoff placed greater emphasis on fiduciary...
https://emea.nikkoam.com/articles/2021/a-new-era-for-manager-due-diligence -
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 -
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
