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Japan Cash-Rich Company Equity
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https://emea.nikkoam.com/institutional/equity-strategies/japan-cash-rich -
Press Releases
SHARE THIS October 2014 October 10 Nikko Asset Management Adds Senior Management Roles in Global Investment Team October 07 Nikko Asset Management Heightens Overweight Stance on Global Equities September 2014 September 15 Nikko Asset Management to...
https://emea.nikkoam.com/media-center/press-releases -
Bad Ideas Report
SHARE THIS Today, we believe the global economy is undergoing the largest technological transformation in history. Disruptive innovation should displace industry incumbents, increase efficiencies, and gain majority market share. As technologies emerge...
https://emea.nikkoam.com/articles/2020/bad-ideas-report -
2021 Global Credit Outlook
SHARE THIS The last 12 months have seen a significant rotation of topics discussed at investment meetings worldwide. The agenda has moved from macroeconomic data to infection rates, hospitalization rates, vaccinations and other issues related to the...
https://emea.nikkoam.com/articles/2021/global-credit-outlook-2021 -
Global Equity Quarterly Q4 2020
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
https://emea.nikkoam.com/articles/2021/global-equity-quarterly-q4-emea_americas -
Future Quality Insights - March 2021
SHARE THIS The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address...
https://emea.nikkoam.com/articles/2021/future-quality-insights-emea-americas-q4 -
Global Equity Quarterly Q2 2020
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
https://emea.nikkoam.com/articles/2020/global-equity-quarterly-q2-2020 -
Global Equity Quarterly Q1 2020
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
https://emea.nikkoam.com/articles/2020/global-equity-quarterly-q1-2020 -
Sustainability - Investment Management
SHARE THIS SUSTAINABILITY Investment Management Nikko AM's Approach Nikko AM sees the implementation of environmental, social, and governance (ESG) factors in our investment processes as an ongoing journey of how best to apply the highest standards....
https://emea.nikkoam.com/sustainability/investment-management -
Sustainability - Fiduciary & ESG Principles
SHARE THIS SUSTAINABILITY Fiduciary & ESG Principles Nikko AM’s Commitment to Responsible Investing Nikko Asset Management (“Nikko AM” or “we”) is a long term, global investor across multiple asset classes, acting in the best interests of our clients....
https://emea.nikkoam.com/sustainability/fiduciary-esg-principles -
Global Equity Quarterly Q1 2021
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
https://emea.nikkoam.com/articles/2021/global-equity-quarterly-q1-emea_americas -
The case for Asian small caps
SHARE THIS Exhibiting an extensive track record of outperformance versus big caps and offering good diversification from traditional equities, we believe that Asian small-cap stocks provide numerous investment merits for long-term investors.
https://emea.nikkoam.com/articles/2021/the-case-for-asian-small-caps -
Future Quality Insights - June 2021
SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...
https://emea.nikkoam.com/articles/2021/future-quality-insights-2106 -
Global Equity Quarterly Q2 2021
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
https://emea.nikkoam.com/articles/2021/global-equity-quarterly-q2-emea_americas -
Multi-asset Monthly - August 2021
SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.
https://emea.nikkoam.com/articles/2021/multi-asset-august-2021 -
Future Quality Insights - August 2021
SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...
https://emea.nikkoam.com/articles/2021/future-quality-insights-2108 -
Global Equity Quarterly Q3 2021
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
https://emea.nikkoam.com/articles/2021/global-equity-quarterly-q3-emea_americas -
Future Quality Insights - December 2021 - A trip to Lisbon
SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...
https://emea.nikkoam.com/articles/2021/future-quality-insights-2112 -
Global Equity Quarterly (Q4 2021)
SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...
https://emea.nikkoam.com/articles/2021/global-equity-quarterly-q4-emea_americas-2021 -
Future Quality Insights – February 2022 - History rhymes
SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...
https://emea.nikkoam.com/articles/2022/future-quality-insights-2202
