SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Fixed Income Our Philosophy Our Investment philosophy is premised on capital preservation, investing for the long-term and value discipline. Our Asian Fixed Income team believes that markets are...
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 New Zealand Equity and Fixed Income Our Philosophy Nikko AM New Zealand’s equity and bond teams have a united voice on ESG issues. We are primarily medium- to long-term investors with a fundamentally...
SHARE THIS For corporate bond investors one of the most important points of discussion is spreads. Spreads are the industry term for the risk premium an investor aims to earn in the corporate bond market. It is the difference between the yield a bond...
SHARE THIS Wealthy individuals across generations are interested in investing for environmental or social impact, but Millennials are by far the most active in evaluating and indeed, demanding these strategies.
SHARE THIS Following a tumultuous 2020 marked by the COVID-19 pandemic, global growth in 2021 is expected to improve on the back of positive vaccine developments and continued government measures. However, the pace of recovery is likely to be uneven...
SHARE THIS Out of the six scenarios presented, a narrow majority of our committee agreed again on a positive scenario in which the global economy matches the market consensus for solid growth, while equities continue to rally.
SHARE THIS Nikko AM Celebrates International Women’s Day Read our colleagues’ comments on women empowerment.
SHARE THIS Change is both more prevalent and significant in Asian markets. We believe that seeking to understand it is essential to deliver sustainable returns.
SHARE THIS Nikko AM celebrates Pride Month Read our colleagues’ comments on Pride Month.
SHARE THIS There has been remarkable progress in electric vehicle (EV) technology and its acceptance globally. We believe that Chinese EVs are set to lead the world in this area as technological innovation, demand, government policy and consumer...
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 Yields have moved significantly this year, challenging the assumption that the relationship between a bond’s price and yield is linear. We discuss convexity, which measures how sensitive a bond’s duration is to yield changes, and its...
SHARE THIS China’s bond market is exhibiting low correlation to other asset classes, displaying historically lower volatility, enjoying continued internationalisation of the renminbi and benefitting from the country being included in globally...
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 The official GDP growth target of “around 5%” unveiled at China’s annual National People’s Congress was lower than many external forecasts, and fiscal policy looks less accommodative relative to both market expectations and that of 2022. In...
SHARE THIS Nikko AM celebrates Pride Month Read our colleagues’ comments on Pride Month.
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 We present our 2024 outlook for sustainable fixed income, core markets and credit markets.
SHARE THIS Japan may not be known for quick, sweeping reforms. However, developments in the country’s corporate governance over the last 10 years suggest that once changes are set in motion, they can have a deep and lasting impact, raising the value of...
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