SHARE THIS We maintain a constructive view of risk assets but are cognizant that the path toward realising gains will be more delicate as we traverse the course of the Fed and other central banks removing their easy policies.
SHARE THIS The past five years have been the hottest since records began. In the decade to 2020, global surface temperatures were 1.09C higher compared to the pre-industrial era (1850–1900)1. The Intergovernmental Panel on Climate Change (IPCC) warns...
SHARE THIS The US Treasury (UST) curve bull flattened in July. The Federal Open Market Committee (FOMC) meeting was largely uneventful, although the forward guidance on asset purchases was tweaked slightly to indicate that progress had been made...
SHARE THIS We expect North Asia to continue to lead the region’s recovery (at least in the first half of the year). But we also expect the growth divergence between North Asia and the rest of the region to narrow. Unprecedented fiscal support from...
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.11% over the month. The yield curve steepened as 3-year government bond yields ended the month 1 basis point (bp) lower at 0.11%, while...
SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.
SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...
SHARE THIS Despite major improvements over the last two decades, some critics will always doubt the progress of economic reform in Japan.
SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...
SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...
SHARE THIS Future Quality Insights - March 2021 by Global Equity Team
SHARE THIS Nikko Asset Management and ARK Investment Management launch disruptive innovation UCITS fund Nikko Asset Management (“Nikko AM”) and US-based ARK Investment Management LLC (“ARK”) have today announced the launch of a Luxembourg-domiciled...
SHARE THIS On September 1, 2025, Nikko Asset Management Co., Ltd. will change its name to Amova Asset Management Co., Ltd. The fund seeks to achieve a NAV that closely correlates with the movement of the JPX-Nikkei Index 400 by investing in shares of...
SHARE THIS On September 1, 2025, Nikko Asset Management Co., Ltd. will change its name to Amova Asset Management Co., Ltd. The Fund invests in shares of the component stocks in the Tokyo Stock Price Index (TOPIX) and structures its portfolio in line...
SHARE THIS Asia's Leading Asset Management Firm The opportunity for a specialist investment manager in the fast growing Asian markets is enormous. Clients and distributors alike want a dedicated, Asia-based investment firm that can grasp the often...