SHARE THIS Menu Your goals, our commitment. Future Quality Team Process Insights Downloads Contact Global Equity Future Quality: Attain and sustain high returns on investment Driven by a passion for uncovering Future Quality investments, we build...
SHARE THIS Nikko Asset Management Recognised as Best Asia Equity ETF Provider for the 10th Time Nikko Asset Management (Nikko AM) today announces that it has been voted the Best Asia Equity ETF Provider for the tenth time in eleven years in a survey...
SHARE THIS This Fund seeks the net asset value per unit to track the performance of the Dow Jones Industrial Average (TTM, JPY-based, JPY Hedged) by mainly investing in the mother fund. Key information {loadmodule custom,etf-2562-key-information} Net...
SHARE THIS This Fund seeks the net asset value per unit to track the performance of the Nikkei ESG-REIT Index by mainly investing in Real Estate Investment Trust (REIT) securities of the components of the Nikkei ESG-REIT Index. The Fund is defined as...
SHARE THIS This Fund seeks the net asset value per unit to track the performance of NASDAQ100 JPY-converted Index by mainly investing in the mother fund. Key information {loadmodule custom,etf-2568-key-information} Net Asset Value and Performance NAV...
SHARE THIS This Fund seeks the net asset value per unit to track the performance of NASDAQ100 Currency Hedged JPY Index by mainly investing in the mother fund. Key information {loadmodule custom,etf-2569-key-information} Net Asset Value and Performance...
SHARE THIS US Treasury (UST) yields traded in a narrow range during the month. Factors such as the second wave of COVID-19 infections in Europe, lingering volatility in US equities and continued lack of consensus on further fiscal support weighed on...
SHARE THIS Not many investors likely realize that Japan’s GDP performance in CY20, instead of being comparably poor, is actually about equal to that of the US, and well above the Eurozone’s.
SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...
SHARE THIS About Strategies Contact Iain Fulton Portfolio Manager, Global Equity LEARN MORE Ashwin Sanketh Portfolio Manager, Asian Equity LEARN MORE Hiroki Tsujimura Chief Investment Officer LEARN MORE Wong Yii Hui Portfolio Manager, Asian Fixed...
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Fixed Income Our Philosophy We believe in employing a consistent investment process that incorporates quantitative and qualitative inputs to generate ideas and construct high conviction...
SHARE THIS The introduction of the EU’s Sustainable Finance Disclosure Regulation in March 2021 will see significant changes to the way asset management is conducted. It includes new disclosure requirements for investment firms to address...
SHARE THIS While everyone’s individual experience of this global pandemic has been different, there are many shared experiences that we hope readers will be familiar with. In short, the adaptations we have made as a society have changed the way we live...
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
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 Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong...
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
SHARE THIS Nikko AM Wins Three ETF Awards from The Asset Nikko Asset Management (Nikko AM) won a trio of exchange traded fund (ETF) awards as part of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...
SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...
SHARE THIS The 2007-2008 global financial crisis had a lasting impact on public and private pension funds, as the collapse of Lehman Brothers and massive fraud committed by Wall Street money manager Bernie Madoff placed greater emphasis on fiduciary...
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 Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...
SHARE THIS The three Japan-related news topics that have overwhelmingly dominated the attention of Western media so far this year are COVID-19 (by far), the Tokyo Olympics and the showdown at Toshiba.
SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
SHARE THIS Just a few weeks ago I attended my first in-person conference since 2019. Over 40,000 people descended upon Lisbon for Web Summit, one of the world’s largest technology conferences. The event brings together CEO’s and founders of established...
SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...
SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...
SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg Australia Treasury 7-10 Year Index JPY Currency Hedged by mainly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg Australia Treasury 7-10 Year Index TTM JPY Currency Unhedged by mainly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS Have you ever stopped to imagine what would happen if the world’s central banks spent just over a decade pouring USD 25 trillion of liquidity into the economy with more than 60% of that liquidity created in the last two years? In this...
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 This month we focus on A-REITs, which are larger and more liquid relative to their New Zealand peers. One of the sector’s benefits over its New Zealand counterpart is its simple numerical advantage: Australia boasts 34 REITs, which is three...
SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.
SHARE THIS We present our Q2 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
SHARE THIS Change is both more prevalent and significant in Asian markets. We believe that seeking to understand it is essential to deliver sustainable returns.
SHARE THIS For the last two centuries energy revolutions have created extensive platforms for subsequent technologies to drive wealth creation and raise living standards across the world. And this decade heralds the start of an energy revolution...
SHARE THIS “Stagflation-lite” coupled with a severe geopolitical crisis was much worse for equities than we expected, but most of the bad news is priced in, so the prospect for global economies and equities in aggregate should improve. While we expect...
SHARE THIS We present our Q3 2022 outlook for the Global Unconstrained Bond Strategy which incorporates our core markets, emerging markets and global credit views.
SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg France Treasury 7-10 Year Index TTM JPY Currency Unhedged by mainly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS The Funds seek the net asset value per unit to track the performance of Bloomberg France Treasury 7-10 Year Index TTM JPY Currency Hedged by mainly investing in the separately stipulated investment trust securities. Key information...
SHARE THIS It may be easy to become gloomy after the drawdown of the last few months. But we believe that there are plenty of reasons to be optimistic about the prospects for compounding your future capital from today’s levels, if you take into account...
SHARE THIS Our belief is that we have moved into a new regime where inflation will be structurally higher despite the anchors of high debt burdens, ageing societies and ongoing technological disruption.
SHARE THIS Our scenario is fairly ugly for the 4Q, but has a strong silver lining thereafter. We are not optimistic about the global economy and investor returns reverting to normal for an extended period, but there should be clear intermediate term...
SHARE THIS After spending almost a decade in the shadows of their larger counterparts, Asia’s smaller companies are being viewed in a new light. Factors that had weighed on these businesses are now turning into tailwinds, and we have identified seven...
SHARE THIS The low for this bear market could be a lot closer at hand now than it was, with equity valuations having fallen considerably. We remain focused upon assessing our companies’ ability to deliver earnings expectations and cash generation....
SHARE THIS No single catch-phrase epitomises the 2023 global macro outlook, but here are ten predictions for the year ahead.
SHARE THIS As geopolitical risks and globalisation are reassessed in the wake of the COVID-19 pandemic and war in Europe, we believe that Japan stands to benefit as more companies refocus on their home markets.
SHARE THIS We believe that the benign macro backdrop should remain supportive for credit fundamentals in 2023. The fiscal deficits of Asian economies are expected to gradually narrow as the need for pandemic support decreases.
SHARE THIS This Fund seeks to achieve net asset worth per unit that closely correlates with the movement of the Dow Jones Industrial Average (TTM)(JPY) by mainly investing in the mother fund. Key information {loadmodule custom,etf-2235-key-information}...
SHARE THIS Current equity market conditions dictate that you choose your investment attire particularly carefully. In our view, buying profitless technology companies is like going up a Scottish mountain wearing flip-flops. You might get away with it,...
SHARE THIS This fund restricts US persons (including US residents, legal persons and other entities which are established under US law or which have their principal place of business in the US and pension plans for their officers and employees, and...
SHARE THIS This fund restricts US persons (including US residents, legal persons and other entities which are established under US law or which have their principal place of business in the US and pension plans for their officers and employees, and...
SHARE THIS The MSCI AC Asia ex Japan Index slumped 6.8% in US dollar terms, giving up its January gains. China’s reopening and peak interest rates euphoria in January were short-lived as hotter-than-expected economic indicator releases in the US raised...
SHARE THIS This month we discuss how potential market volatility still bears watching even if the global banking turmoil may not directly shake Japan; we also assess how a steady domestic demand recovery may be in sight even if the public is slow to...
SHARE THIS Life is different in the post-pandemic world. Equity markets and economies are different too; geopolitics have deteriorated and barriers to trade have increased while the threat of global warming looms ever larger. In this short essay, we...
SHARE THIS At times of stress, we believe that it makes sense for investors to reach for something that has recently provided comfort. Our view is that that is exactly what we have seen in Q1, as banking stock volatility has led investors back into the...
SHARE THIS Japan’s corporate governance reform started nearly a decade ago is an ongoing process, but it received a boost from the Tokyo Stock Exchange’s latest initiative in January. The latest chapter in corporate governance reform coupled with...
SHARE THIS The Fund mainly invests in U.S. government bond with a remaining maturity of two years or less, aiming to secure income and growth of the trust assets. Key information {loadmodule custom,etf-2093-key-information} Net Asset Value and...
SHARE THIS The last few quarters have been a good reminder that we are in a changing world. As a result, we need to focus always on investing in enduring franchises and we would suggest that our Future Quality approach is soundly placed in that regard....
SHARE THIS We remain very strong supporters of the healthcare sector. In addition to the well-known demographic drivers, innovation is enabling structural changes in healthcare delivery and in our view these changes will confer years of strong organic...
SHARE THIS New Zealand’s bond market performed well overall in July, although the long term sector outperformed its short term peers significantly.
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