Regional

Investment Insights by our experts and thought leaders

China: the great disruptor of our time

As China’s economic development enters a more sophisticated and mature phase, it is beginning to challenge many of the status quos that have been taken for granted since the middle of the 20th century.

Australian housing – Still waiting for the decline

We identify the fundamentals that have supported Australian housing and the signals that investors should look for to determine if this period of positive appreciation is coming to an end.

Forbes: The Fed's Tabooed Tool

“Wall Street seems to have long had a hands-off warning to the Fed, which seems to have been very effective, but does this really deserve to be continued? Can Wall Street effectively regulate against speculative bubbles?”

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

Emerging Divergence as Unwinding of QE Gathers Pace

What is the prognosis for Emerging Markets as major global central banks begin to tighten policy?

China’s deleveraging – When and how will it end?

China’s dual goals of deleveraging and maintaining strong growth may not necessarily conflict, but they certainly pose a delicate balancing act for the government.

Asia High Grade Credit - A More Selective Approach

The rapid development of the Asia Credit markets provides new opportunities to improve the risk and return profile for investors.

Forbes: Bank Bailouts And Italian GDP Changed Draghi's View?

“ECB rhetoric might waver back and forth, but unless there is a global downturn or a major political revolution in Italy, its monetary policy will become less accommodative...”

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.

June Gamble Doesn't Pay Off for May

Theresa May’s Conservative Party lost its outright majority in last Thursday’s general election. What are the implications for Brexit and the markets?

Forbes: After Yellen, An All-White Male Fed Board Ahead?

“Could it be possible that Trump would accept an all-white male Fed Board?”

John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com

“Identifying Future Quality” Global Equity Capability

Multi Asset Strategies to Capture Growth with Lower Volatility

The changing shape of China's economy