Insights

Investment Insights by our experts and thought leaders

Move over OPEC, there is a new commodity cartel in town... China

China has had a significant impact on the supply side in two key global commodities during 2016. Going forward, look out for further actions from China on the supply side of commodities.

A Conversation on E.S.G. with a CIO

Yu-Ming Wang, Global Head of Investment and Chief Investment Officer, International on why a fundamental manager should care about E.S.G.

Japan’s “Show Me the Money” Corporate Governance: 4Q update

Given the release of the fourth quarter data, we update our decade-long theme about improving corporate governance in Japan.

The Real Trade War

There has been much concern lately about the new US administration’s trade policy. Taking a step back and looking at global trade numbers, we can draw a number of conclusions that might explain America’s new thinking on trade.

Asia Credit - A New Major Global Asset Class

Asia’s Credit market has come a long way since the Asian Financial Crisis of 1998, having evolved into a large, deep and liquid market.

Global Oil: The Recovery Continues

Our Senior Portfolio Manager in New York, who specializes in natural resource equity funds, explains the outlook for oil prices.

BREXIT: Firming up the Plan

As the UK’s pathway to EU exit evolves, one of our local portfolio managers outlines our current thoughts on the UK’s economic and political outlook.

Why ESG for Emerging Asia

Given the challenges, why bother?

What does Trump's First Week say about the Unorthodox Future Ahead?

Our head of Global Strategy in New York analyzes and forecasts the developments of major topics arising from the new Administration.

A Dynamic Approach to Managing Credit Risk

Global economic, credit and interest rate cycles are becoming desynchronised. In this paper, we introduce Nikko AM’s first generation default probability model for corporates.

Multi Asset Strategies to Capture Growth with Lower Volatility

The changing shape of China's economy