SHARE THIS Nikko AM NZ released its first annual “climate statement” under New Zealand’s new climate-related disclosures regime in July. The framework requires approximately 200 organisations, including large publicly listed companies, to release...
SHARE THIS The seemingly impossible soft landing on the back of one of the most aggressive monetary tightening cycles in history is looking not just possible, but increasingly probable. US data is coming in stronger and global demand is generally...
SHARE THIS Nikko Asset Management bolsters Global Equity team in Edinburgh Nikko Asset Management (“Nikko AM”) has appointed Ella-Kara Brown as Portfolio Manager within its Global Equity team based in Edinburgh. Ella-Kara Brown joins the existing...
SHARE THIS Investors have been dealing with elevated volatility in asset prices since the pandemic began. A contributing factor that continues to muddy the waters has been the volatility in economic data due to COVID-led distortions. In more recent...
SHARE THIS In our view, the change from dollar strength to relative weakness is meaningful for the shift in relative growth prospects, favouring the rest of the world over the US.
SHARE THIS The just-released 1Q CY22 data on aggregate corporate profits in Japan was positive, with the overall corporate recurring pre-tax profit margin hitting a record high on a four quarter average. Both the non-financial service and manufacturing...
SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...
SHARE THIS The Russian invasion of Ukraine has created significant uncertainty for investors. Prior to the war’s outbreak, central bankers were already facing a challenging inflationary environment, and these new commodity-driven price pressures are...
SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.
SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.
SHARE THIS Japan’s stock market does not deserve many of the ages-old worries and criticisms. Indeed, while not every company or circumstance is perfect, its performance, though lower than that of the US, has steadily outperformed, in constant currency...
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 SUSTAINABILITY Investment Management Nikko AM's Approach Nikko AM sees the implementation of environmental, social, and governance (ESG) factors in our investment processes as an ongoing journey of how best to apply the highest standards....
SHARE THIS The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG”...
SHARE THIS October 2014 October 10 Nikko Asset Management Adds Senior Management Roles in Global Investment Team October 07 Nikko Asset Management Heightens Overweight Stance on Global Equities September 2014 September 15 Nikko Asset Management to...
SHARE THIS (as at 22 September 2023)
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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 For January, we reduced our overweight position in growth while maintaining our overweight position in defensives. With respect to growth assets, Trump's second presidency ushers in a new era of US exceptionalism which has implications on...
SHARE THIS The future of US policy is surrounded by great uncertainty, particularly regarding tariff measures that the US may impose upon its trading partners. We explore options that are available to Japan to safeguard against tariffs the US may...
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