SHARE THIS Invested in sustainability Read our latest Sustainability Report 2022
SHARE THIS Nikko AM Celebrates International Women’s Day Read our colleagues’ comments on women empowerment.
SHARE THIS Investment Outlook 2022 A collection of our views on the outlook for the year ahead.
SHARE THIS Efficiency of Japanese corporate investment in human capital and shareholder value by Yasushi Ishikawa, Kyoji Hasegawa
SHARE THIS Beyond the pandemic: Identifying sources of alpha in Japan by Hiroki Tsujimura
SHARE THIS Investment Outlook 2021 A collection of our views on the outlook for the year ahead.
SHARE THIS Future Quality Insights — March 2021 by Global Equity Team
SHARE THIS Japan Equity Monthly - November 2020 by Naoki Kamiyama, Chief Strategist
SHARE THIS Sustainability at Nikko AM Read about our ESG commitments and download our 2020 Sustainability Report.
SHARE THIS Sustainability Report 2024 Click to read
SHARE THIS Our focus on franchise and management quality allows us to look forward with optimism, whilst balance sheet quality and valuation discipline provide comfort for when the fireworks start for all the wrong reasons.
SHARE THIS Download Sustainability Report 2024 (4MB PDF) Our work, investments and processes has environment, social and governance (ESG) considerations built firmly in our core. We are determined to support the firms we invest in to improve their...
SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...
SHARE THIS We share our thoughts on sustainable companies that address social issues and contribute to the physical and mental well-being of individuals.
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...
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...
SHARE THIS This month we evaluate factors expected to attract attention in 2025 from a Japanese economy and equity market perspective. And as the government compiles another stimulus package, we discuss how Japan could be about to test the Laffer curve...
SHARE THIS The highly anticipated Global Plastics Treaty carries high hopes as it will be the first attempt at forming a global legally binding instrument to address plastic pollution across its entire lifecycle. Tackling plastic pollution will be a...
SHARE THIS The RBNZ's recent shift to a more dovish stance already appears to have buoyed New Zealand's equities at this early stage of the cycle, with examples including signs of strength in the retirement village and rental sectors, and the market...
SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...
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