SHARE THIS The US markets have dominated global portfolio flows, but investors may seek alternative investment destinations if the ongoing change in trade dynamics results in an extended period of elevated US risk premiums. With US tariff policies...
SHARE THIS A White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.
SHARE THIS Please select one of the following areas: Press Releases In the News
SHARE THIS Nikko Asset Management Recognised as Best Asia Pacific Equity ETF Manager Nikko Asset Management today announces that it has been voted the Best Asia Pacific Equity ETF Manager for the seventh time in eight years in a survey conducted by ETF...
SHARE THIS Nikko Asset Management Recognised as Best Asia Pacific Equity ETF Manager Nikko Asset Management today announces that it has been voted the Best Asia Pacific Equity ETF Manager for the seventh time in eight years in a survey conducted by ETF...
SHARE THIS Nikko Asset Management Recognised as Best Asia Pacific Equity ETF Manager Nikko Asset Management (Nikko AM) today announces that it has been voted the Best Asia Pacific Equity ETF Manager for the ninth time in ten years in a survey conducted...
SHARE THIS Nikko Asset Management Recognised as Best Asia Equity ETF Provider for the 10th Time Nikko Asset Management (Nikko AM) today announces that it has been voted the Best Asia Equity ETF Provider for the tenth time in eleven years in a survey...
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 0.28% over the month. The yield curve steepened as 3-year government bond yields ended the month 4 basis points (bps) lower at 0.12%, while...
SHARE THIS Although it is fairly clear that Buffett’s investment is not just a passive one in that he intends to collaborate on business ventures with these trading companies, the fact that the world’s most famous investor has committed to such large...
SHARE THIS The Japanese equity market dropped in July, with the TOPIX (w/dividends) declining 4.02% on-month and the Nikkei 225 (w/dividends) falling 2.60%.
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...
SHARE THIS Asian stocks turned in decent gains in April on optimism about the region’s economic recovery, especially after China and several other Asian countries reported better-than-expected 1Q21 GDP growth. The MSCI AC Asia ex Japan Index gained...
SHARE THIS Japan’s economy should boom after the Olympics burden passes. Its stock market will likely rebound sharply too, but one item that has limited Japan’s equity culture, and thus, its wealth, especially for wary pensioners, is overly...
SHARE THIS We talk about the importance of staying focused on the broader implications of Japan’s corporate governance reforms when misconduct at major companies make the headlines; we also discuss the prospects for real estate and whether the market...
SHARE THIS Asian stocks suffered losses in February as escalating Russia-Ukraine tensions culminated in an invasion of Ukraine by Russia. But despite the war in Eastern Europe, in our view Asian economies are more than strong enough to withstand...
SHARE THIS This month we discuss the Japanese stock market’s recovery from the initial shock of the Russia-Ukraine war; we also assess the potential impact of a Russian debt default on Japan’s markets and financial system.
SHARE THIS A trip back to China provided an opportunity to experience first-hand the impact innovative technology and digitalisation is having on a fast-changing urban society.
SHARE THIS While we do not expect the US Federal Reserve to pivot any time soon towards easing policy, the firm break in dollar momentum perhaps reflects a shift in the relative growth story which had favoured the US towards one focused on the rest of...
SHARE THIS With the Chinese economy on the brink of deflation, the timing of the Chinese government’s recent pro-growth directives was a very welcome signal. If carried out, they can lead to structural changes that can potentially lead to an...
SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.
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