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 We downgraded our defensive position marginally, while we maintained an overweight to growth assets.
SHARE THIS In this month's Balancing Act we review Q1 corporate earnings, which have been more resilient than expected; from a defensive standpoint we also discuss our cautious view on gold.
SHARE THIS Japan’s GDP understated as a result of declining inventories
SHARE THIS Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code
SHARE THIS In what was probably the best kept secret of many years, the BOJ unanimously agreed to shift its YCC policy well before virtually any economist or market watcher expected. The largest question people seem to have is “why now?”. As with most...
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 Nikko Asset Management Announces Its Support for the Movement to Recognise Marriage Equality in Japan Nikko Asset Management Co., Ltd. (Nikko AM) is proud to announce its support for the ongoing movement to recognise marriage equality for...
SHARE THIS Although it is fairly clear that Buffett’s investment is not just a passive one in that he intends to collaborate on business ventures with these trading companies, the fact that the world’s most famous investor has committed to such large...
SHARE THIS In 2020 the COVID-19 pandemic negatively affected a wide variety of Japanese assets, including the real estate investment trust (J-REIT) market. J-REITs have bounced back since, but their recovery has been sluggish compared to the Japanese...
SHARE THIS Japan - Nikko Asset Management Co., Ltd. Address: Midtown Tower, 9-7-1 Akasaka Minato-ku, Tokyo, 107-6242, Japan Tel: +81-(0)3-6447-6000 Fax: +81-(0)3-6447-6001 Website: https://en.nikkoam.com/ Institutional client services:...
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...
SHARE THIS 1. Nikko Asset Management’s Complaint Handling Measures Nikko Asset Management upholds its “Regulations Concerning Complaint Handling and Dispute Resolution” by responding quickly and appropriately to customer complaints so that customers...
SHARE THIS We assess the US election outcome from the perspective of the Japanese equity market, focusing on the economic and policy changes that are expected to accompany the change in US leadership.
SHARE THIS Investment Outlook 2021 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2021 eBook Download & read on the go — a tablet-friendly collection...
SHARE THIS The strong start to the year for global equity markets hit its first bump in the road in February. While most countries are still delivering a positive return for the year, markets have retreated from their highs to varying degrees.
SHARE THIS As expected by most observers, Mr. Kishida won the Liberal Democratic Party presidential election in the second round with a sturdy, though not overwhelming, 60% of the vote. He will be formally named prime minister next week and will likely...
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 Investment Outlook 2023 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Strategy 2023 Global macro outlook: Ten predictions No single catch-phrase epitomises the...
SHARE THIS We believe that there are substantial rewards for those who are capable of driving the push for global decarbonisation. So, the question is: who is building the kit for the world’s net zero ambitions? We believe that the answer, both now and...
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