Insights

When there are structural changes, simple data averaging often leads to wrong conclusions.

Investing in Japan is not the same as investing in Japanese companies. Given the increase in their overseas exposure, we believe it is a good time to revisit opportunities in Japanese companies.

“There was an upward surprise in the US CPI data today, with the CPI exceeding the month-on-month (MoM) consensus estimate”

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

“Although Mester and Yellen do not align closely with Trump’s values, they are at least professional central bankers and can likely be relied upon to drive a non-political, non-confrontational but most importantly a safe course for monetary policy and bank regulation.”

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

The release of the second quarter data on aggregate Japanese corporate profits confirms my twelve-year theme about improving corporate governance in Japan and how investors should not worry about the slow domestic economy.

Our London-based Global Credit Portfolio Manager lays out the scenarios of the upcoming German election and its ramifications for select German credits.

Our equity portfolio manager who specializes in India concludes that reforms should have a very positive effect on that country’s growth.

“Global investors and corporations should adhere to the model that political spats are no reason to get overly frightened or paralyzed.”

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

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.

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.

This whitepaper explores the evolution of ESG, how Nikko Asset Management conducts it, and the impact that ESG has had on the investment industry.

We think Japanese companies are poised for a pickup in capital expenditure, led by productivity enhancing investments.

“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

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

“When the two largest economies in the world are signaling that that they don’t want asset prices to rise too much, investors should take note to curtail any excessive optimism...”

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

The ageing world presents significant savings and productivity challenges to this and subsequent generations of investors and workers. Change will no doubt remain a constant, as it has been throughout the last two centuries in particular.

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.

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

“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

Our top Japanese Equity staff, including our CIO, report on how Corporate Governance remains on a strong upward trend, which should boost alpha for active managers and beta for the overall market via improvements in ROE and shareholder distributions.