SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...
SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...
SHARE THIS Clean, secure and affordable energy is likely to be one of the major challenges of this decade. Given we need abundant energy to complete the energy transition, we believe fossil fuel companies that are actively enabling transition to low...
SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...
SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.
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 About Strategies Contact Iain Fulton Portfolio Manager, Global Equity LEARN MORE Ashwin Sanketh Portfolio Manager, Asian Equity LEARN MORE Hiroki Tsujimura Chief Investment Officer LEARN MORE Wong Yii Hui Portfolio Manager, Asian Fixed...
SHARE THIS As a virtuous inflation cycle helps boost stocks, this month we focus on how labour shortages could nudge Japan away from a deflationary mindset; we also assess the BOJ under a new governor, who has said that monetary policy surprises could...
SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...
SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...
SHARE THIS The Japan Growth Equity strategy aims to generate out performance by investing in companies which deliver greater than market average earnings growth, over the medium to long-term. Key Characteristics Opportunistically invests across all...
SHARE THIS We take a look at why the Bank of Japan is likely to stick to its easy monetary policy even as other central banks embark on policy tightening; we also highlight the signs of a full-fledged capex recovery taking place in Japan.
SHARE THIS The Japan Enhanced Index Equity strategy aims to generate out performance over the medium to long term, using a proprietary quantitative model based on three distinct components that estimate expected alpha from individual stocks. Key...
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SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...
SHARE THIS The Global Investment Committee (GIC) held an extraordinary session to review the macroeconomic and market impact of tariffs announced by the US on 2 April, as well as subsequent actions and market reactions. The GIC’s verdict is that while...
SHARE THIS In 2025, US economic growth is expected to continue due to fiscal stimulus, despite above-target inflation. Meanwhile, the strong dollar could face disruptions, the Bank of Japan may keep raising interest rates and China is seen balancing...
SHARE THIS Nikko Asset Management’s investment experts delve into the risks and opportunities arising from China’s flagging economy and its weakening property sector.
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