SHARE THIS Clean, secure and affordable energy is likely to be one of the major challenges of this decade. Given we need abundant energy to complete the energy transition, we believe fossil fuel companies that are actively enabling transition to low...
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 Changes to Japan’s domestic tax-free savings scheme – the Nippon Individual Savings Account (NISA) –are expected to deliver an increased flow into mutual funds both international and domestic, and attract a younger generation of investors in...
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 present our 2024 outlook for sustainable fixed income, core markets and credit markets.
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 The Bank of Japan maintained interest rates at its June meeting, disappointing market participants who expected a reduction in monthly bond purchases. The BOJ signalled a future reduction in bond purchases but only at the next policy meeting...
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 For 30 years, policy factors like falling corporate tax and interest rates were seen to have generated a bulk of corporate profits, reducing stock-selection opportunities. There are indications that this policy-driven earnings era is coming...
SHARE THIS Nikko Asset Management Receives Three Awards from Asia Asset Management Nikko Asset Management has been recognised for excellence by Hong-Kong based Asia Asset Management. The firm won the Best of the Best Country Award for Japan in three...
SHARE THIS Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards Nikko Asset Management (Nikko AM) has been recognised across two categories in Asia Asset Management’s 2019 Best of the Best Awards. Asia Asset...
SHARE THIS The global markets surged in 2020 despite the COVID-19 pandemic. While we expect the liquidity-driven rise to continue for a while, we should be prepared for the tide to eventually turn. We identify Japanese industries, notably “Delta ESG”...
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards Nikko Asset Management (Nikko AM) is proud to win three categories at the Asia Asset Management 2021 Best of the Best Country Awards. In Japan, Nikko AM...
SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management’s 2023 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected in four categories in Asia Asset Management‘s 2023 Best of the Best Awards. The wins include two...
SHARE THIS Nikko AM Wins Six Categories in Asia Asset Management’s 2024 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 30 January in six categories in Asia Asset Management‘s 2024 Best of the Best Awards. The wins...
SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.
SHARE THIS Nikko AM to Launch “Listed Index Fund Nikkei Semiconductor Stock” Nikko Asset Management Co., Ltd. today announces it is scheduled to launch the new exchange traded fund (ETF) “Listed Index Fund Nikkei Semiconductor Stock” on 11 July, and...
SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2025 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 4 February for three categories in Asia Asset Management‘s 2025 Best of the Best Awards. These...
日本
New Zealand
Singapore
Hong Kong (English)
Americas
Germany
EMEA
All other
countries