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Global Investment Committee’s outlook: still growing but proceed with caution
SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...
https://emea.nikkoam.com/articles/2024/gic-still-growing-but-proceed-with-caution-2024 -
Our view on Japan’s upper house election
SHARE THIS As it often is when Japan’s Liberal Democratic Party wins an election by an impressive amount, the initial equity market reaction was positive. But the ramifications of the ruling party’s upper house election victory will in the intermediate...
https://emea.nikkoam.com/articles/2022/our-view-on-japans-upper-house-election-2022 -
Global Investment Committee’s outlook: stronger for longer
SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.
https://emea.nikkoam.com/articles/2024/global-investment-committee-outlook-2024 -
japan
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Japan
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Japan Dividend Equity
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https://emea.nikkoam.com/institutional/equity-strategies/japan-dividend-equity -
Japan Research Active
SHARE THIS Bottom up research focusing on competitive advantages and corporate reforms.
https://emea.nikkoam.com/institutional/equity-strategies/japan-research-active -
Japan Research Active Strategy Philosophy and Strategy
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https://emea.nikkoam.com/articles/2018/02/japan-research-active-strategy-philosophy-and-strategy -
Japan Research Active Strategy Portfolio Characteristics
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https://emea.nikkoam.com/articles/2018/02/japan-research-active-strategy-portfolio-characteristics -
Japan Value Reports
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https://emea.nikkoam.com/ucits-fund-reports/japan-value-fund-reports -
Asia ex Japan Reports
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https://emea.nikkoam.com/ucits-fund-reports/asia-ex-japan-equity-fund-reports -
Investing in Japan
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https://emea.nikkoam.com/articles/2024/investing-in-japan-an-insiders-perspective-2024 -
Japan Value Equity Strategy
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https://emea.nikkoam.com/articles/2024/japan-value-equity-sept-24 -
Japan Cash-Rich Company Equity Strategy
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https://emea.nikkoam.com/articles/2024/japan-cash-rich-equity-strategy-sept-24 -
Asian Equity Monthly - May 2021
SHARE THIS Supported by optimism about the region’s ongoing economic recovery, Asian stocks delivered decent gains in May, shrugging off concerns about a spike in COVID-19 cases in several Asian countries and persistent worries about inflation.
https://emea.nikkoam.com/articles/2021/asian-equity-monthly-may-2021 -
Global Investment Committee's 2022 Outlook: Positive for risk assets
SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...
https://emea.nikkoam.com/articles/2022/global-strategy-outlook-2022 -
Nikko Asset Management wins Japan’s Fund House of the Year
SHARE THIS Nikko Asset Management wins Japan's Fund House of the Year "AsianInvestor has named Nikko Asset Management Japan's Fund House of the Year based on the company's ability to generate positive returns for its investors amid Japan's ultra-low...
https://emea.nikkoam.com/media-center/press-releases/2015/nikko-asset-management-wins-japans-fund-house-of-the-year-20150511 -
Nikko Asset Management recognised as Japan's Fund House of the Year
SHARE THIS Nikko Asset Management recognised as Japan's Fund House of the Year AsianInvestor has recognised Nikko Asset Management (Nikko AM) as Japan's 2017 Fund House of the Year for generating strong returns in Japan's negative interest rate...
https://emea.nikkoam.com/media-center/press-releases/2017/nikko-asset-management-recognised-as-japans-fund-house-of-the-year -
Japan’s “new form of capitalism” in review
SHARE THIS We review the “new form of capitalism”, a government plan to boost economic growth initiated by Japanese Prime Minister Fumio Kishida, who is enjoying a high public approval rating ahead of a closely watched upper house election.
https://emea.nikkoam.com/articles/2021/japans-new-from-capitalism-review -
BOJ takes significant yet incremental step on path back to “normal” rates
SHARE THIS The “trial balloons” of media announcements in advance of today’s interest rate hike by the Bank of Japan —its first in 17 years—apparently did their job, as the end of its negative interest rate policy, yield curve control and ETF purchases...
https://emea.nikkoam.com/articles/2024/boj-takes-significant-yet-incremental-step-2024
