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Australian equity monthly - December 2020
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.2% during the month. Australian equities lagged key offshore markets during the month. Despite COVID-19 cases rising exponentially in the US and Europe, the start of the vaccine roll-out and...
https://emea.nikkoam.com/articles/2020/australian-equities-monthly-december-2020 -
Australian equity monthly - January 2021
SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...
https://emea.nikkoam.com/articles/2021/australian-equities-monthly-january-2021 -
Australian equity monthly - February 2021
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...
https://emea.nikkoam.com/articles/2021/australian-equities-monthly-february-2021 -
Nikko Asset Management Group Environmental Policy
SHARE THIS Objective Nikko Asset Management Group (Nikko Asset Management Co., Ltd. and its subsidiaries hereafter collectively referred to as the “Nikko AM” or “we”) is a leader in the Asian financial services industry serving clients around the...
https://emea.nikkoam.com/environment-policy -
Investing in a multipolar world
SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...
https://emea.nikkoam.com/articles/2022/investing-in-a-multipolar-world-october-2022 -
Global Unconstrained Bond Strategy Q2 2023 outlook
SHARE THIS We present our Q2 2023 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
https://emea.nikkoam.com/articles/2023/global-unconstrained-bond-strategy-q2-2023 -
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
