SHARE THIS As global equity investors, we are often asked how we have successfully navigated an evolving market landscape since the strategy’s inception in 2014. The truth can ultimately be attributed to three key factors: humility, collaboration with...
SHARE THIS The markets suggest that growth will stay at a premium in the short term. Hence, our focus on Future Quality companies, especially those capable of taking market share as the economic backdrop worsens, may prove beneficial.
SHARE THIS We believe that investors should strive for a diversified global portfolio of quality companies that can thrive in an environment where the cost of capital may be higher than previously expected. Our collective experience of the pandemic...
SHARE THIS New Zealand’s equity market struggled in the first three months of 2025 amid global uncertainty due to trade tariffs imposed by the Trump administration. Although the market news flow was quiet in March overall, some notable developments...
SHARE THIS On 1 September 2025, Nikko Asset Management will officially become Amova Asset Management. While our name and branding will evolve, our commitment to clients, investment philosophy and global expertise remain unchanged. We remain a wholly...
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SHARE THIS January 26, 2018 Nikko Asset Management Co., Ltd. Takumi Shibata, Representative Director, President and CEO Pursuing fiduciary principles and ensuring customer-first operations is the essence of the asset management business. Firms in the...
SHARE THIS Since 2013, Nikko Asset Management’s Foreword™ has been delivering world class insights to institutional investors and advisers across the globe.
SHARE THIS (as at 22 September 2023)
SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...
SHARE THIS SUSTAINABILITY Insights & News insights 18 December 2024 Yanagi Model in practice: analysis of TOPIX firms links ESG factors to shareholder value Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability...
SHARE THIS Nikko AM Sets Target to Increase Women’s Share of Managerial Roles In conjunction with International Women’s Day on 8 March, Nikko Asset Management (Nikko AM) today announces it has set a target that women hold 30% of all managerial roles...
SHARE THIS Some of the factors that have shaped 2022 look less likely to recur in 2023 (for instance, supply chain duress because of COVID containment) but others will likely last longer (most notably a higher cost of capital). We are cautiously...
SHARE THIS In the 2024 October-December quarter, risk assets largely moved in line with expectations surrounding the US presidential election. We maintained an overweight position on growth assets over the quarter amid indications of resilient economic...
SHARE THIS We retained our positive view on growth on resilient economic data and dovish monetary policies globally as inflation is now closer to central bank targets worldwide. Our view of defensives improved as higher yields now make the asset class...
SHARE THIS Cross-asset pricing has recently been challenging our reflationary outlook. When we first discussed the prospects for reflation about a year ago, we identified a number of key factors.
SHARE THIS We retain our positive view on growth on resilient economic data and dovish monetary policies globally as inflation starts to ease worldwide. As for defensives, sovereign bond curves are steepening amid the beginning of the global...
SHARE THIS We increased the overweight to growth assets given that economic data remains resilient against falling inflation and as global central banks lower interest rates. Regarding defensive assets, we have been relatively negative on sovereign...
SHARE THIS We expect poor 1Q24 returns for MSCI World after the 4Q23 surge, but a more positive trend for the rest of 2024. Regionally, we much prefer Japan in the year ahead. Our view on global bonds for USD-based investors is that they are preferred...
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