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SHARE THIS We are a team of experienced investment professionals with a belief that a collective approach to picking stocks and active portfolio management will produce the best results for clients.
SHARE THIS Welcome to Nikko Asset Management, Asia's premier global asset manager. GLOBAL Outlook. ASIAN Insight. LOCAL Experience. Asia's premier global asset manager Please select your country Japan (English) Japan (日本語) Australia New Zealand...
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SHARE THIS January 25, 2019 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. At Nikko Asset...
SHARE THIS Despite the pandemic, markets in China were resilient and we believe that they will continue to reach new highs in 2021. Structural factors that drove the Chinese markets in 2019 and 2020 remain intact and strong leadership enabled the...
SHARE THIS We highlight the increasing importance of engagement in Japan, explain how it could be the key to unlocking the long-underperforming Japanese market’s potential, and assess how it can lead to the generation of alpha.
SHARE THIS As we look towards 2023, it is easy to be overwhelmed by the broader permutations of possible outcomes. But things don’t appear so dire in Asia. Inflation, which is effectively a value transfer from net consumers to net producers, may...
SHARE THIS A recent trip to China offered first-hand observations of the country’s technological advancement, changing consumer patterns and new social norms as the world’s second largest economy moves on from the pandemic.
SHARE THIS Nikko AM’s Head Portfolio Manager – Core Markets, Steven Williams, recently participated in Asset TV’s Masterclass on the threats and opportunities for investors in the climate transition. Here are the highlights of Steven’s contribution to...
SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...
SHARE THIS We perceive heightened risk to both growth (two-way) and inflation (upside) compared to our previous guidance. Nevertheless, our central near-term scenario remains for slowing but positive growth in the US, alongside slowly moderating prices.
SHARE THIS The Federal Reserve's interest rate cut in November was largely expected. However, Fed Chair Powell's comments pointed to changes in language, suggesting a shift towards a more uncertain policy, with inflation and employment trends...
SHARE THIS Many may expect the incoming Trump administration's transactional approach to be detrimental to the geopolitical and macroeconomic landscapes. However, we believe that Washington's mercantilist stance should not prevent Asian markets from...
SHARE THIS The Fed and the BOJ both made interest rate decisions that were in line with market predictions, with the former cutting interest rates and the latter standing pat on policy. However, uncertainty around future policies and potential impacts...
SHARE THIS We firmly believe that markets remain inefficient, and the last few months are testament to that. Hence we face today's uncertainty level headed, attentive to where risks lie while also inquisitive about the potential opportunities.
SHARE THIS Nikko Asset Management endeavours to develop ETFs that are easy-to-use, inexpensive, and meet the needs of investors in Japan and around the world. Specifically, Nikko Asset Management develops products that can be easily used in...
SHARE THIS {loadmodule custom,etf_amova} The Fund is managed with the aim of matching the rate of fluctuation of the net asset value per unit with the rate of fluctuation of the Long Short Strategy Index on MSCI Japan IMI Custom 85% + CASH (JPY) 15%...
SHARE THIS A stable political backdrop is just one of several key considerations supportive of investors increasing their exposure to Japanese equities, in our view. We believe that reforms to both its corporate governance structure and the...