SHARE THIS The markets are pricing “higher for longer” with US Treasury 10-year yields pressing above their October 2022 highs, tempering enthusiasm across global equities into neutral sentiment territory. As inflation pressures continue to ease...
SHARE THIS We have held on to our view that the “higher for longer” narrative is not necessarily bad for equities, as robust earnings are supported by a US economy that continues to grow at above-trend rates. However, we are also sympathetic to the...
SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies. Equity China equity outlook 2024 Opportunities amid pivot to advanced manufacturing, technological self-sufficiency by Asian Equity...
SHARE THIS Much like this report in 2023, global conditions will remain unique and defy a confident overall summary; thus, here are ten predictions on some particularly noteworthy factors.
SHARE THIS Inflation uncertainty seems increasingly entrenched, which is less kind to developed market sovereign bonds. The US fiscal deficit is very large, and the Federal Reserve (Fed) is now in the challenging position of deciding when to cut rates....
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 Our outlook for 2025 is relatively positive. We expect the business-friendly stance of the Republican Party, coupled with easier monetary policy, will be supportive for risk assets, particularly in the US market. While we hold various views,...
SHARE THIS Our comprehensive analysis of the Yanagi Model, which provides an example of how sustainability issues have become a key part of corporate governance practices, showed that ESG integration can drive shareholder value. The significant...
SHARE THIS The US recently announced a new reciprocal tariff policy. The announcement led to increased stock market volatility globally, reflecting concerns about a potential trade war. There could still be opportunities for those who can navigate...
SHARE THIS Nikko AM Wins Seven Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in seven categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...
SHARE THIS US exceptionalism has faded from view recently, supporting an exodus from US assets. However, our stance remains that the US is core to our investment thesis, allowing us to remain part of the secular growth trend in technology innovation...
SHARE THIS In a move that reflected their disapproval of Japan's ruling coalition, voters deprived it of a lower house majority. While this outcome may not have a direct impact on the market, it is important to monitor the impact of political...
SHARE THIS Press Release Nikko AM Hosts Internship for Syrian Refugees Nikko Asset Management Co., Ltd. (Nikko AM) has hosted its first internship for Syrian graduate school students, welcoming three participants and providing them with experience and...
SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...
SHARE THIS Central bank tightening is beginning to have an impact, but less evidently in terms of easing inflationary pressures than in causing strains on the global financial system. Policymakers are beginning to blink—first with Japan intervening to...
SHARE THIS The Bank of Japan kept interest rates steady as expected while upping its CPI forecast, paving the way for future rate hikes. Any further hawkish stance by the BOJ may depend on the persistence of positive real wages and inflation's impact...
SHARE THIS Nikko AM Fund Receives MercerMPAAward (Japan) 2012
SHARE THIS Nikko AM continues expansion with appointment of International and Japan CIOs
SHARE THIS Nikko AM wins “Best Japan Fund House” for third year at Asian Investor’s Investment Performance Awards 2013
SHARE THIS Nikko AM Japan Enhanced Index Strategy Wins Mercer MPA Award 2013 for Outstanding Performance
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