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New Zealand Equity Monthly (June 2024)
SHARE THIS A look back at the past six months reveals the extent to which New Zealand’s equity market has missed out on the strength seen in many other global markets. Amid these struggles, however, the New Zealand market’s sensitivity to interest...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-june-2024 -
After Trump’s win, fiscal policy and inflation risks in focus
SHARE THIS Following Donald Trump's US presidential election win, in the near term we remain constructive on US growth and stocks, with the markets expecting corporate tax cuts and seeing a general penchant toward deregulation across industries as...
https://emea.nikkoam.com/articles/2024/2410-after-trump-win-fiscal-policy -
Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund
SHARE THIS - 2013 Japan Lipper Fund Awards - Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund
https://emea.nikkoam.com/media-center/press-releases/2013/20130318 -
Code of Ethics
SHARE THIS I. Purpose and Scope A. Purpose Nikko Asset Management is committed to upholding the highest standards of business ethics and conduct. We are proud of this commitment and consider it fundamental to earning and maintaining the trust of our...
https://emea.nikkoam.com/code-of-ethics -
How does geopolitical risk affect portfolio management?
SHARE THIS A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.
https://emea.nikkoam.com/pages/how-does-geopolitical-risk-affect-portfolio-management -
Changing Shape of China's Economy
SHARE THIS Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.” Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled...
https://emea.nikkoam.com/sp/changing-shape-of-china-economy -
Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards
SHARE THIS Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards Nikko Asset Management has been recognised across three categories in Asia Asset Management’s 2018 Best of the Best Awards. Asia Asset...
https://emea.nikkoam.com/media-center/press-releases/2018/nikko-am-recognised-in-three-categories-in-asia-asset-management’s-2018-best-of-the-best-awards -
Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards
SHARE THIS Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards Nikko Asset Management (Nikko AM) has been recognised across two categories in Asia Asset Management’s 2019 Best of the Best Awards. Asia Asset...
https://emea.nikkoam.com/media-center/press-releases/2019/nikko-am-recognised-in-two-categories-in-asia-asset-management’s-2019-best-of-the-best-awards -
Featured Article 4 (Junichi Takayama)
SHARE THIS Significant value waiting to be unlocked in Japan by Junichi Takayama
https://emea.nikkoam.com/articles/featured-article-4 -
Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards Nikko Asset Management (Nikko AM) has won four categories at the Asia Asset Management 2020 Best of the Best Country Awards - selected in Japan for Fund...
https://emea.nikkoam.com/media-center/press-releases/2020/nikko-am-recognised-in-two-categories-in-asia-asset-management’s-2020-best-of-the-best-awards -
ESG Insight: Biden’s most critical investment
SHARE THIS At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat “Blue Wave” with control of...
https://emea.nikkoam.com/articles/2020/biden-most-critical-investment -
Multi-asset monthly - November 2020
SHARE THIS With the US presidential election now behind us, the two candidates seem to be proceeding in parallel universes. The apparent winner, President-elect Joe Biden, has transition planning and inauguration on his mind while President Donald...
https://emea.nikkoam.com/articles/2020/multi-asset-november-2020 -
Multi-asset monthly - December 2020
SHARE THIS While economic data is likely to remain soft, driven by the more recent lockdowns in the US and Europe, markets are rightly looking through the near-term gloom as impending vaccines for COVID-19 are showing the proverbial light at the end of...
https://emea.nikkoam.com/articles/2020/multi-asset-december-2020 -
2021 Asian Equity Outlook
SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...
https://emea.nikkoam.com/articles/2021/asian-equity-outlook-2021 -
Multi-asset monthly - January 2021
SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.
https://emea.nikkoam.com/articles/2021/multi-asset-january-2021 -
Press Release - Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards Nikko Asset Management (Nikko AM) is proud to win three categories at the Asia Asset Management 2021 Best of the Best Country Awards. In Japan, Nikko AM...
https://emea.nikkoam.com/media-center/press-releases/2021/press-releases-210127-01 -
Multi-asset Monthly - May 2021
SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.
https://emea.nikkoam.com/articles/2021/multi-asset-may-2021 -
Are rising yields a concern for Asian REITs?
SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.
https://emea.nikkoam.com/articles/2021/are-rising-yields-a-concern-for-asian-reits -
Multi-asset Monthly - June 2021
SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...
https://emea.nikkoam.com/articles/2021/multi-asset-june-2021 -
Multi-asset Monthly - July 2021
SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...
https://emea.nikkoam.com/articles/2021/multi-asset-july-2021
