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Unlocking Opportunities in Japan’s Economic Transformation
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https://emea.nikkoam.com/articles/2024/japan-equity-webinar -
Stewardship Code
SHARE THIS Nikko Asset Management (Nikko AM) adopts the “Principles for Responsible Institutional Investors”, also known as “Japan's Stewardship Code”, in relation to our investments in publicly traded Japanese stocks. Acceptance of the Stewardship...
https://emea.nikkoam.com/legal/stewardship-code -
Global Investment Committee’s outlook: low risk no longer
SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.
https://emea.nikkoam.com/articles/2024/2410-gic-outlook-low-risk-no-longer -
The Fed takes a leaf from the BOJ’s book and applies gradualism
SHARE THIS The Federal Reserve is seemingly following in the footsteps of the Bank of Japan and adopting a strategy of monetary policy gradualism. This measured approach is aimed at balancing rate cuts with inflation expectations and stabilising the...
https://emea.nikkoam.com/articles/2025/fed-takes-a-leaf-from-boj-january-2025 -
Press Releases - 2013
SHARE THIS December 2013 December 17 Global Equities Have Room to Run, Fed Taper Won’t Affect Global Recovery, Nikko AM Says December 02 Nikko AM: Japan corporate profitability reaches new historical high; Personal consumption up 2.2% year-on-year;...
https://emea.nikkoam.com/media-center/press-releases/2013 -
Global Investment Committee’s Outlook: More “Stagflation-lite”, moderately positive on equities ex Europe, negative on global bonds
SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...
https://emea.nikkoam.com/articles/2022/global-investment-committee-outlook-2206 -
China equity outlook 2024
SHARE THIS For those willing to brave immediate challenges, we believe China will continue to offer long-term opportunities as the country has been working to become technologically self-sufficient and develop high-end technologies on its own in a more...
https://emea.nikkoam.com/articles/2023/china-equity-outlook-2024 -
ETFs
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https://emea.nikkoam.com/etf -
Balancing Act: Global Multi-Asset Quarterly (Q2 2024)
SHARE THIS Although market volatility resurfaced in the early part of the April-June quarter as interest rate cuts in the US began to look less likely amid higher-than-expected inflation, risk assets bounced back and rallied strongly later in the...
https://emea.nikkoam.com/articles/2024/multi-asset-quarterly-q2-july-2024 -
Balancing Act: Global Multi-Asset Quarterly (Q3 2024)
SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...
https://emea.nikkoam.com/articles/2024/multi-asset-quarterly-q3-november-2024 -
New Zealand Equity Monthly (October 2024)
SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...
https://emea.nikkoam.com/articles/2024/nz-equity-monthly-october-2024 -
Japan’s GDP understated as a result of declining inventories
SHARE THIS Japan’s GDP understated as a result of declining inventories
https://emea.nikkoam.com/media-center/press-releases/2013/20131115-1 -
Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code
SHARE THIS Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code
https://emea.nikkoam.com/media-center/press-releases/2014/20140701-1 -
BOJ’s YCC shift parallels a Fed pattern
SHARE THIS In what was probably the best kept secret of many years, the BOJ unanimously agreed to shift its YCC policy well before virtually any economist or market watcher expected. The largest question people seem to have is “why now?”. As with most...
https://emea.nikkoam.com/articles/2022/boj-ycc-shift-parallels-fed-pattern -
Fed and BOJ in a wait-and-see mode amid uncertainty over US fiscal and trade policies
SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...
https://emea.nikkoam.com/articles/2024/fed-boj-wait-and-see-december-2024 -
New Zealand Equity Monthly - May 2021
SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.
https://emea.nikkoam.com/articles/2021/nz-equity-monthly-may-21 -
Ample upside room for slow recovering J-REITs
SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...
https://emea.nikkoam.com/articles/2021/ample-upside-room -
What the Biden win could mean for Japanese equities
SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.
https://emea.nikkoam.com/articles/2020/what-the-biden-win -
Multi-asset monthly - March 2021
SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.
https://emea.nikkoam.com/articles/2021/multi-asset-march-2021 -
What can investors expect from a Kishida government?
SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...
https://emea.nikkoam.com/articles/2021/investors-expects-kishida-government
