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Global Equity Quarterly (Q1 2022)
SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.
https://emea.nikkoam.com/articles/2022/global-equity-quarterly-q1 -
Future Quality Insights – June 2022 - Revolutions and war: The start of an energy broadband boom
SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...
https://emea.nikkoam.com/articles/2022/future-quality-insights-2206 -
Future Quality Insights – August 2022 - Halgos and three steps for navigating the road ahead
SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...
https://emea.nikkoam.com/articles/2022/future-quality-insights-2208 -
Global Equity Quarterly (Q2 2022)
SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.
https://emea.nikkoam.com/articles/2022/global-equity-quarterly-q2-2022 -
Global Equity Quarterly (Q3 2022)
SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....
https://emea.nikkoam.com/articles/2022/global-equity-quarterly-q3-2022 -
Future Quality Insights -May 2023-A bridge over troubled waters
SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...
https://emea.nikkoam.com/articles/2023/future-quality-insights-2305 -
Balancing Act-Monthly insights: Multi-Asset Team-March 2023
SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...
https://emea.nikkoam.com/articles/2023/multi-asset-march-2023 -
Five Years of Disruptive Innovation
SHARE THIS To mark five years since the launch of the Nikko AM ARK Disruptive Innovation Fund, Nikko AM and ARK Invest take a look at the five primary innovation platforms, their achievements over the last five years, and our expectations for them...
https://emea.nikkoam.com/articles/2023/five-years-of-disruptive-innovation -
Future Quality Insights -January 2023- The path to clean, secure and affordable energy
SHARE THIS Clean, secure and affordable energy is likely to be one of the major challenges of this decade. Given we need abundant energy to complete the energy transition, we believe fossil fuel companies that are actively enabling transition to low...
https://emea.nikkoam.com/articles/2023/future-quality-insights-2301 -
Future Quality Insights -November 2023-New regime, new learning
SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....
https://emea.nikkoam.com/articles/2023/future-quality-insights-2311 -
Global fixed income outlook 2024
SHARE THIS We present our 2024 outlook for sustainable fixed income, core markets and credit markets.
https://emea.nikkoam.com/articles/2023/global-fixed-income-outlook-2024 -
Balancing Act-Monthly insights: Multi-Asset Team-February 2024
SHARE THIS The seemingly impossible soft landing on the back of one of the most aggressive monetary tightening cycles in history is looking not just possible, but increasingly probable. US data is coming in stronger and global demand is generally...
https://emea.nikkoam.com/articles/2024/multi-asset-feb-2024 -
Future Quality Insights: healthcare offers diversification from market hot spots
SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...
https://emea.nikkoam.com/articles/2024/future-quality-insights-2024 -
Future Quality Insights: pandemic memories and ongoing impact on companies
SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...
https://emea.nikkoam.com/articles/2024/future-quality-insights-2412 -
Asian equity outlook 2025
SHARE THIS Many may expect the incoming Trump administration's transactional approach to be detrimental to the geopolitical and macroeconomic landscapes. However, we believe that Washington's mercantilist stance should not prevent Asian markets from...
https://emea.nikkoam.com/articles/2024/asian-equity-outlook-2025 -
A year later: five reasons we're still bullish on Japan
SHARE THIS In March 2024, after the Nikkei Index reached an all-time high, we offered five structural reasons why Japan's economic resurgence was more than just a flash in the pan. Almost a year later, those five reasons remain just as relevant for...
https://emea.nikkoam.com/articles/2025/five-reasons-were-still-bullish-on-japan-february-2025 -
End of “lazy” earnings era may bring fresh opportunities for stock pickers
SHARE THIS For 30 years, policy factors like falling corporate tax and interest rates were seen to have generated a bulk of corporate profits, reducing stock-selection opportunities. There are indications that this policy-driven earnings era is coming...
https://emea.nikkoam.com/articles/2025/end-of-lazy-earnings-era-brings-fresh-opportunities-march-2025 -
US tariffs: the high-stakes games begin
SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...
https://emea.nikkoam.com/articles/2025/us-tariffs-highstakes-games-begin-april-2025 -
Fixed Income
Australia World Bank Green Bonds New Zealand Global Currency Nikko AM manages a wide range of Asian and global fixed income strategies, from short-term money markets to corporate bonds. Fixed income teams are comprised of individuals from a broad mix...
https://emea.nikkoam.com/institutional/fixed-income -
Nikko Asset Management Group Proxy Voting Policy
SHARE THIS Proxy voting rights in investee companies are the most important right granted to shareholders in order to increase investee companies’ medium to long-term corporate value. Nikko AM Group exercises proxy voting rights independently and...
https://emea.nikkoam.com/voting-rights
