SHARE THIS We explain how the recent lower house election win gives Japan’s new prime minister a free hand to pursue policies aimed to help the economy recover from COVID-19. We also analyse why a weaker yen no longer provides as much of a boost to...
SHARE THIS China has been feeling the pressure with Donald Trump due to return for his second term as US president. However, during Trump's first term China actually outperformed the S&P 500 index, which demonstrates the importance of domestic policies...
SHARE THIS The fund seeks to achieve a NAV that closely correlates with the movement of the JPX-Nikkei Index 400 by investing in shares of the component stocks of the JPX-Nikkei Index 400, and maintaining, in principle, a portfolio constructed...
SHARE THIS The Fund seeks to achieve a NAV that closely correlates with the movement of the TOPIX Ex-Financials by investing in shares of the component stocks of the TOPIX Ex-Financials, and maintaining, in principle, a portfolio constructed consistent...
SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...
SHARE THIS This Fund seeks the net asset value per unit to track the performance of the yen-converted S&P 500 Index by mainly investing in the separately specified investment trust securities. Key information {loadmodule...
SHARE THIS The fund seeks to achieve a NAV that closely correlates with the movement of the JPX/S&P CAPEX & Human Capital Index by investing in shares of the component stocks of the JPX/S&P CAPEX & Human Capital Index, and maintaining, in principle, a...
SHARE THIS This Fund seeks the net asset value per unit to track the performance of the yen-converted S&P 500 JPY Hedged by mainly investing in the separately specified investment trust securities. Key information {loadmodule...
SHARE THIS The Fund invests primarily in Real Estate Investment Trust (REIT) securities through investment in the mother fund, and structures its portfolio in accordance with the calculation method of the Tokyo Stock Exchange REIT Index, and aims to...
SHARE THIS The Fund mainly invests in U.S. government bond with a remaining maturity of two years or less, aiming to secure income and growth of the trust assets. Key information {loadmodule custom,etf-2093-key-information} Net Asset Value and...
SHARE THIS The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.
SHARE THIS Despite the decline in one- and two-year inflation expectations, we feel that the longer term picture is likely to be dominated by broader secular forces, or prolonged trends not necessarily tied to cyclical factors, that structurally drive...
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SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...
SHARE THIS Global economic data continues to improve and deliver positive surprises relative to pessimistic consensus forecasts. While this is undoubtedly good news, it cannot negate the fact that activity levels are still well short of pre-pandemic...
SHARE THIS In late August the Nikkei made a full recovery from the "Corona shock" lows touched in March, amid initiatives by the government and the central bank.
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 SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...
SHARE THIS A large majority of our members agreed on a positive scenario in which the global economy mildly outperforms market consensus, while equities continue to rally.
SHARE THIS Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong...
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