Regional

Investment Insights by our experts and thought leaders

Erdogan Hammers the Parallel State

Our expert on Turkey details his cautious stance on Turkey's near-term future.

Japan's Election: Abe's Continued Focus on the Economy

Our Chief Strategist in Japan shares his views on political landscape and the economy.

What does Brexit mean for Emerging Markets?

Following our analysis of the recent UK vote, our Emerging Market debt team in London discusses Brexit's potential ramifications for this asset class.

Abenomics hasn't failed yet, but it does face global headwinds

Many are wondering if it's time to give up on Abenomics. While some of the scepticism is understandable, we believe it is too early to throw in the towel.

BREXIT, BREXIT! Where’s The Exit?

Two of our senior portfolio managers in London update their earlier pieces on what lies ahead for what should be a long-drawn out BREXIT path.

Slowdown but No Global Recession, with EU Cohesion, but Struggling UK

Nikko Asset Management's Global Investment Committee’s post-BREXIT scenario, including market and economic targets, is on the moderately gloomy side.

Brexit: Outlook for Global Fixed Income & Credit

Uncertainty after Brexit vote, but the correction in valuations and market volatility could provide buying opportunities in some fundamentally strong credits.

Brexit: Where to now for markets?

Although it is still too early to determine the full implications of Brexit over the longer term, in the short term, we can expect significant market volatility as uncertainty prevails, but this does not mean that investors should panic.

Brexit: In or Out? The Final Run In.

Two of our senior portfolio managers in London update their earlier piece on BREXIT with numerous points of great interest on this crucial topic.

Global Oil Update: Continuing positive outlook or flash in the pan?

Our oil experts in London and New York update their bullish views in January with new facts, while retaining their positive intermediate-term view on oil prices.

Fed rate rise most likely in September, but could be delayed until 2017

Our global rates and currencies strategist in Australia lays out his dovish Fed scenario as an alternative to our house view. In it, he expects the Fed to wait until September or later to raise rates, and states his case that the Fed’s actions do not affect US bond yields.

EU Refugee Crisis: European Weak Points and Outlook

Our London-based portfolio manager, Simon Down, and his colleagues review the refugee crisis that is turning European politics into a "hornets' nest."

Emerging Markets: Are we there yet?

Our two leading Global Emerging Market debt experts, both based in London, weigh the possibilities of a sustained upturn in this long-suffering asset class.

Abenomics is Alive and Well

Our Chief Global Strategist explains the reasons why there is too much unjustified pessimism about Abenomics.

The Subtle Shift in Asian Currencies from the Dollar to the Renminbi

Our Asian currency expert discusses the potential ramifications of the increasing CNY-orientation for Asian currencies.

Global Credit Outlook

For the next 12 months, we are quite positive on performance prospect for global credit, singling out five investment themes.

Global Banks: GFC-Style Systemic Contagion Unlikely

With banks using negative interest rates and their stocks plummeting, many are wondering if the world is headed into another recession. Though things may seem grim, the truth is that another recession seems to be unlikely.

Is Now the Time to Invest in Brazil?

Since 2011, Brazilian assets have re-priced to the downside. Given the size of the adjustment – both in commodities and assets – the question is whether Brazil is now presenting attractive investment opportunities.

G-3 and Chinese Economies Moderately Firmer in 2016

Nikko Asset Management's Global Investment Committee met on March 29th and updated our intermediate-term house view on the global economic backdrop, central bank policies, financial markets and investment strategy advice.

Fed in June and December, but ECB or BOJ Slight Easing

We expect June and December Fed hikes, but only mild further easing ahead for the BOJ and ECB. Meanwhile, we expect oil prices to creep higher through 2016 despite the stronger USD due to relatively firm economic developments in China and the G-3.

“Identifying Future Quality” Global Equity Capability

Multi Asset Strategies to Capture Growth with Lower Volatility

The changing shape of China's economy