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New Zealand Fixed Income Monthly - May 2021
SHARE THIS We believe that the recent rise in New Zealand’s interest rates has put the bond market in a good place, as the alternative may have been a negative interest rate regime instead. Without higher interest rates the government would have found...
https://emea.nikkoam.com/articles/2021/nz-fixed-income-monthly-may-2021 -
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 - November 2020
SHARE THIS The S&P/ASX 200 Accumulation Index returned 10.2% during the month. Australian equities enjoyed a strong month (in fact, the best monthly return since 1992) on positive COVID-19 vaccine news, additional quantitative easing measures locally...
https://emea.nikkoam.com/articles/2020/australian-equities-monthly-november-2020 -
Nikko Asset Management Adds Global Equity Capability to Investment Suite
SHARE THIS Nikko Asset Management Adds Global Equity Capability to Investment Suite
https://emea.nikkoam.com/media-center/press-releases/2014/20140805-1 -
Risk Factors Prompting Nikko Asset Management to Cut Equity Exposure Worsening
SHARE THIS Risk Factors Prompting Nikko Asset Management to Cut Equity Exposure Worsening
https://emea.nikkoam.com/media-center/press-releases/2014/20140507-1 -
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 -
Nikko AM named Best Asia-Pacific Equity ETF Manager at the 2013 ETF Express Awards
SHARE THIS - 3rd award in past four years - Nikko AM named Best Asia-Pacific Equity ETF Manager at the 2013 ETF Express Awards
https://emea.nikkoam.com/media-center/press-releases/2013/20130311 -
What the return of interest rates means for Japan
SHARE THIS In January, the Bank of Japan raised short-term interest rates to 0.5%, the highest level seen in 17 years, as it continued with its slow but steady withdrawal of accommodation. As the Japanese economy shows ongoing signals of recovery from...
https://emea.nikkoam.com/articles/2025/2502-what-the-return-of-interest-rates-means-for-japan -
Global multi-asset outlook 2024
SHARE THIS Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...
https://emea.nikkoam.com/articles/2023/global-multi-asset-outlook-2024 -
Ucits Funds Reports
SHARE THIS Global Equity Fund Reports Japan Value Fund Reports Japan Cash Rich Equity Fund Reports ARK Disruptive Innovation Fund Reports Asia ex Japan Equity Fund Reports Global Green Bond Fund Reports
https://emea.nikkoam.com/ucits-fund-reports -
Global Investment Committee’s outlook
SHARE THIS We expect occasionally volatile, but positive trends for the global economy, financial system and markets in each of the next four quarters. Regionally, we prefer the European and Pacific Ex-Japan markets for the 4Q, and also Japan’s on a...
https://emea.nikkoam.com/articles/2023/global-investment-committee-outlook-2309 -
Exploring fast-growing Asian REITs
SHARE THIS Asian REITs continue to be one of the fastest growing asset classes in the region, offering decent yields, a sustainable income stream and exposure to the region’s biggest landlords.
https://emea.nikkoam.com/articles/2023/exploring-fast-growing-asian-reits -
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 -
Japan’s “show me the money” corporate governance: 4Q record high
SHARE THIS The just released 4Q CY21 data on aggregate corporate profits in Japan was very positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average.
https://emea.nikkoam.com/articles/2022/japan-show-money-corporate-governance-4q -
India: Reaping growth from change
SHARE THIS Going back to India for a month after two long years of not being able to visit my family, I was pleasantly surprised by the new normal. While there has been much adversity, COVID-19 has also sparked positive change, especially on technology...
https://emea.nikkoam.com/articles/2022/india-reaping-growth-from-change -
Global Investment Committee's 2022 Outlook: Positive for risk assets
SHARE THIS According to our Global Investment Committee, which concentrates on the intermediate term-view regarding developed markets for pension funds and other long-term investors, 2022 looks to be a challenging, but positive year for risk assets. We...
https://emea.nikkoam.com/articles/2022/global-strategy-outlook-2022 -
Japan’s “Show Me the Money” Corporate Governance: 3Q Record High
SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...
https://emea.nikkoam.com/articles/2021/japan-show-money-corporate-governance-3q -
Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise
SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.
https://emea.nikkoam.com/articles/2021/japan-show-money-corporate-governance -
Japan equities poised for further gains along with a turnaround for value
SHARE THIS In February 2021, Japan’s Nikkei Stock Average reached JPY 30,000 for the first time in over three decades. We believe that equities will keep rising, and that amid this shift in the broader market Japanese value stocks are on the cusp of a...
https://emea.nikkoam.com/articles/2021/japan-equities-poised-for-further-gains-along-with-a-turnaround-for-value -
Adapting to the “new normal”: Japan’s paradox
SHARE THIS With the global outbreak of COVID-19 in the first half of 2020, the world was turned upside down. Under such circumstances, Japanese companies are now faced with new challenges to adapt to this “new normal”.
https://emea.nikkoam.com/articles/2020/adapting-to-the-new-normal
