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Balancing Act-Monthly Insights: Global Multi-Asset (July 2024)
SHARE THIS We retained both our overweight to growth assets and our neutral position on defensives. The outlook for growth remains positive as global central banks have started monetary easing, with Europe and Canada leading the way by cutting their...
https://emea.nikkoam.com/articles/2024/multi-asset-july-2024 -
Harnessing Change-Monthly Insights: Asian Equity-June 2024
SHARE THIS In China, we await confirmation of real, positive fundamental change before increasing our confidence towards the country, and we maintain a highly selective approach. Elsewhere, a combination of AI-induced excitement and positive structural...
https://emea.nikkoam.com/articles/2024/asian-equity-june-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-June 2024
SHARE THIS We favour South Korean, Indian and Philippine government bonds and have adopted a neutral stance on Indonesian bonds. Meanwhile, the fundamentals backdrop for Asian credit remains supportive.
https://emea.nikkoam.com/articles/2024/asian-fixed-income-june-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (July 2024)
SHARE THIS This month we focus on the surge in long-term JGB yields and whether it poses a threat to equities; we also discuss the potential upside for Japan’s small- and mid-cap stocks.
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-july-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-June 2024
SHARE THIS Markets have continued their strong growth through 2024, as odds continue to grow that central banks are able to walk the tight rope and avoid any real slowdown of global growth. US inflation has remained above expectations. However, some...
https://emea.nikkoam.com/articles/2024/multi-asset-june-2024 -
Harnessing Change - Monthly Insights: Asian Equity-May 2024
SHARE THIS The early economic cycle dynamics and cheap valuations in Asia contrast starkly with the expensive late cycle dynamics in the West, and we expect this to provide good diversification options for global investors.
https://emea.nikkoam.com/articles/2024/asian-equity-may-2024 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-May 2024
SHARE THIS We have shifted to a mildly positive stance on overall duration, preferring high-yield markets such as India, Indonesia and the Philippines. We expect Asia credit to remain well-supported due to subdued net new supply as issuers continue to...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-may-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (June 2024)
SHARE THIS This month we look beyond Japan’s impressive dividends and share buybacks from the perspective of corporate governance reform; we also explain how the “quantity effect” associated with exports may reduce the relevance of currency levels.
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-june-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-May 2024
SHARE THIS As the market comes to grips with the US rate structure potentially remaining high, we expect to see increased market volatility and a potential return of the positive correlation between bond and equities that was evident in the market...
https://emea.nikkoam.com/articles/2024/multi-asset-may-2024 -
On the ground in Asia Monthly Insights: Asian Fixed Income (April 2024)
SHARE THIS In terms of duration exposure, we maintain a positive outlook for medium-term duration, finding the current yield levels attractive. We expect Asia credit to remain well-supported due to subdued net new supply as issuers continue to access...
https://emea.nikkoam.com/articles/2024/asian-fixed-income-april-2024 -
Harnessing Change - Monthly Insights: Asian Equity-April 2024
SHARE THIS What a difference a month can make. Discussions have pivoted from interest rate cuts in the US to the possibility of an increase, while Chinese equities have rallied sharply on a combination of attractive value and hopes of effective policy...
https://emea.nikkoam.com/articles/2024/asian-equity-april-2024 -
Navigating Japan Equities: Monthly Insights From Tokyo (May 2024)
SHARE THIS This month we analyse why the influence of capex and wages on spending behaviour are key to gauging whether an inflationary mindset is taking hold among households; amid an adjustment by Japanese stocks from record highs, we also look for...
https://emea.nikkoam.com/articles/2024/japan-equity-monthly-may-2024 -
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
