SHARE THIS The investment industry is constantly searching for ways to improve its decision-making processes. Some firms increase their research teams while others move into quantitative fields such as machine learning. Amid this constant search, we...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Equity Our Philosophy Society cannot solve the problems that it faces today without the private sector making a significant contribution. It is our view that businesses with solutions to...
SHARE THIS We discuss Japan’s robust manufacturing sector and why it is not about reclaiming the past; we also take a look at the BOJ’s ETF purchases amid the current rally by equities.
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned -0.42% over the month. The yield curve steepened as 3-year government bond yields ended the month flat at 0.11%, while 10-year government bond...
SHARE THIS (revised 8 Jan 2021) How we use cookies Cookies are small pieces of data stored on your device that help us to remember who you are and show you content that is relevant to your interests. Besides improving your experience, this also helps...
SHARE THIS The last 12 months have seen a significant rotation of topics discussed at investment meetings worldwide. The agenda has moved from macroeconomic data to infection rates, hospitalization rates, vaccinations and other issues related to the...
SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...
SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...
SHARE THIS US Treasury (UST) yields rose in October. The US presidential election and the fiscal stimulus deal were the focal points of news headlines and markets in October. Worries about the acceleration of COVID-19 cases in the US and Western...
SHARE THIS Regional markets enjoyed another bout of strong performance in July. Global market sentiment remained buoyant due to optimism about the development of a vaccine for COVID-19; upbeat earnings of big technology companies; and assurance from...
SHARE THIS Internet companies have gone from strength to strength, dramatically outperforming the broader market year-to-date.
SHARE THIS The Australian bond market (as measured by the Bloomberg AusBond Composite 0+ Yr Index) returned 1.08% over the month.
SHARE THIS After three consecutive months of strong gains, Asian stocks finally succumbed to profit taking in September triggered by concerns that the global recovery from the COVID-19 pandemic could be running out of steam.
SHARE THIS We suspect that many investors have become accustomed to a seemingly synchronized world with relatively little currency volatility – in a sense over recent years we seem almost to have been back in the 1960s, a period during which moves in...
SHARE THIS In order to gain a range of perspectives on the US presidential election, Nikko Asset Management has gathered the views of the following experts and investment teams, representing many of our major asset classes and geographical regions.
SHARE THIS As China’s fixed income market continues to grow in depth and size, it has helped create interesting trends that are worth following. While some of these trends are not new, we do see finer developments within that could pique investor...
SHARE THIS Coordinated fiscal and monetary stimulus is likely to support global demand and therefore reflation in the years ahead. We see this opening up broader growth opportunities, and ultimately better scope for portfolio diversification.
SHARE THIS
SHARE THIS Nikko Asset Management Maintains Overweight Stance on Global Equities Nikko Asset Management’s (“Nikko AM”) Global Investment Committee (GIC) maintains its bullish stance on global equities despite geopolitical uncertainty in its latest...
SHARE THIS Nikko Asset Management Maintains Overweight Stance on Global Equities, Expects Rise in Global Bond Yields Nikko Asset Management’s (Nikko AM) Global Investment Committee (GIC) maintains its bullish stance on global equities, particularly for...