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Seeing further: the increasing role of electrification in the energy transition
SHARE THIS Energy consumption forms the backbone of modern lifestyles, and global economic growth is fundamentally dependant on energy supply growth. But as we consider the transition from fossil fuels to clean energy alternatives, the scale of the...
https://emea.nikkoam.com/articles/2024/the-increasing-role-of-electrification-2024 -
Seeing further across global travel
SHARE THIS International tourism is predicted to bounce back to pre-pandemic levels by 2024, driven by the return of Chinese tourists, a new travel cohort stemming from developing nations and artificial intelligence. Taking our Future Quality lens to...
https://emea.nikkoam.com/articles/2024/seeing-further-across-global-travel-2024 -
Why we should pay special attention to Japan’s Q4 capex surge
SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...
https://emea.nikkoam.com/articles/2024/why-we-should-pay-special-attention-to-japan-q4-capex-surge-2024 -
Global Investment Committee’s outlook
SHARE THIS We expect occasionally quite volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European market for the next two quarters, and also include Japan’s...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2306 -
On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2023
SHARE THIS Against a backdrop of a more stable bond market, we prefer relatively higher-yielding Philippine, India and Indonesian government bonds. In addition, there appears to be early signs suggesting that inflationary pressures in these countries...
https://emea.nikkoam.com/articles/2023/asian-fixed-income-monthly-march-23 -
Global Investment Committee’s Outlook
SHARE THIS We expect fairly rough sailing for the global economy, financial system and markets in the next two quarters, but we do not expect disasters and there should be major relief for stocks later in 2023 as central banks begin to ease policy.
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2304 -
Global banking turmoil from an Asian perspective
SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...
https://emea.nikkoam.com/articles/2023/global-banking-turmoil-from-an-asian-perspective -
Asian financials: beyond the drama
SHARE THIS Asian banks will be more insulated from the current global banking turmoil, in our view, thanks to smaller-scale rate hikes in Asia, prudent supervision by regional financial regulators, outsized capital adequacy ratios and sensible security...
https://emea.nikkoam.com/articles/2023/asian-financials-beyond-the-drama -
Riding ASEAN’s growth renaissance: Three high conviction themes
SHARE THIS Amid today’s incessant chatter of rising inflation and global recession fears, we identify three high conviction themes driving a growth renaissance in ASEAN: electric vehicles (EVs), digitalisation and a revival by the old industrial...
https://emea.nikkoam.com/articles/2022/riding-asean-growth-renaissance-june-2022 -
2022 New Zealand Fixed Income Outlook: Boxing on into 2022
SHARE THIS For a nation that prides itself on punching above its weight in all we do, 2021 has seen New Zealand bobbing and weaving against the ropes somewhat, as we’ve fought the economic impact of an enduring COVID-19 pandemic. We may have been down...
https://emea.nikkoam.com/articles/2022/new-zealand-fixed-income-outlook-2022 -
US presidential election – Nikko AM’s views
SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.
https://emea.nikkoam.com/articles/2020/us-presidential-election -
Five Innovation Platforms Investors Shouldn’t Miss in 2019
SHARE THIS During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014.
https://emea.nikkoam.com/sp/five-innovation-platforms-investors-shouldn’t-miss-in-2019 -
Fact Sheet
SHARE THIS Global Citizen with Asian DNA countries* nationalities** USD * total AUM Extensive global resources Japan Singapore Australia New Zealand United Kingdom Americas China Hong Kong Malaysia Luxembourg Germany Netherlands Our Global Capabilities...
https://emea.nikkoam.com/about-us/fact-sheet -
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 -
Japan plays the long game to keep structural recovery intact
SHARE THIS Japanese equities have not been immune to tariff worries. However, it is worth remembering that Japan is playing the long game: the country is undergoing structural reflation driven by factors unlikely to be reversed by market volatility or...
https://emea.nikkoam.com/articles/2025/japan-plays-long-game-june-2025 -
ASEAN’s investment potential in a Trump 2.0 world
SHARE THIS As the rest of the world contends with the geopolitical and economic implications of Trump 2.0, ASEAN presents a wealth of long-term investment opportunities, driven by strong fundamentals and supportive policies.
https://emea.nikkoam.com/articles/2025/asean-investment-potential-in-a-trump-2-world-march-2025 -
Vietnam ascending
SHARE THIS Vietnam is demonstrating a commitment to improving governance, expanding infrastructure and cultivating a more competitive business environment. These efforts position Vietnam to harness its demographic advantages and capitalise on emerging...
https://emea.nikkoam.com/articles/2025/vietnam-ascending-march-2025 -
From beauty products to bicycles: the promising landscape of Asian small caps
SHARE THIS Asian small caps, ranging from “indie” cosmetics brands to bicycle manufacturers, present a chance to get involved with the future economic powerhouses of the world. The strategic positioning, high growth potential, adaptability, and...
https://emea.nikkoam.com/articles/2024/the-promising-landscape-of-asian-small-caps-2024 -
Green bonds: attractive opportunity in a changing sustainable investment landscape
SHARE THIS In the current financial landscape, where ESG outflows are making headlines and greenwashing risks remain in the spotlight, one trend stands out—the surge in green bond issuance.
https://emea.nikkoam.com/articles/2024/green-bonds-attractive-opportunity-2024 -
Prospect of lower rates makes Asian REITs an increasingly vibrant asset class
SHARE THIS The Asian REIT market is the second-largest REIT market globally, but there is still plenty of room for growth. As REIT regulations and listing processes become increasingly market-friendly in newer REIT markets, we expect more asset owners...
https://emea.nikkoam.com/articles/2024/prospect-of-lower-rates-makes-asian-2024
