SHARE THIS The price bifurcation of ASEAN equities this year caused by the COVID-19 pandemic is creating ample stock-picking opportunities for long-term investors. Read on to find out which markets and sectors in the ASEAN region that we have the...
SHARE THIS Global economic data continues to improve and deliver positive surprises relative to pessimistic consensus forecasts. While this is undoubtedly good news, it cannot negate the fact that activity levels are still well short of pre-pandemic...
SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...
SHARE THIS The US Treasury (UST) yield curve steepened slightly in December. The UST 10-year bond yield rose 7.5 basis points (bps) to 0.915%, while the 2-year bond yield fell by 2.7 bps to 0.122%. Concerns in the month revolved around rising COVID-19...
SHARE THIS Volatility has arisen as we expected it eventually would, and September is often an apt month to rediscover risk given market participants’ return from summer vacations noting that record high equity markets do not quite square with a number...
SHARE THIS Has economic data really changed so much as to suggest an inflection point on inflation and the growth outlook was near? To some degree perhaps, at least in the eyes of the market, but not enough in the end for central banks to meaningfully...
SHARE THIS We present our 2023 outlook for core markets, emerging markets and global credit.
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 Our investment themes for 2024 focus on key features of a world in transition. They include higher-for-longer rates, production shortages in natural resources and the search for new sources of productivity. Transitions are never easy, and...
SHARE THIS Nikko AM Wins Five Awards from The Asset Nikko Asset Management Co., Ltd. (Nikko AM) was chosen as the winner in five categories of The Asset Triple A Sustainable Investing Awards for Institutional Investor, ETF, and Asset Servicing...
SHARE THIS While 2024 was characterised by broad market gains (or “beta” returns) in Singapore, we expect 2025 to be more centred on generating excess returns (or “alpha”). We believe the service economy, represented by financial services and...
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 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 Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.
SHARE THIS Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
SHARE THIS Our philosophy is centred on the search for “Future Quality” in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as...
SHARE THIS Who hasn’t sat at home, shouting at the TV as a contestant on a quiz show offers up a hopelessly wrong answer? Incredulity, frustration and a sense of helplessness are all common emotions in that situation. At least you normally get a good...
SHARE THIS An ability to look forward to better times and remain optimistic is invaluable. These attributes are no less helpful when investing in equities. Whilst you can get an unpleasant surprise from misjudging the direction of the tide while...
SHARE THIS We are keen to participate in the push towards a less carbon intensive future but want to do so in a balanced fashion, with one eye on the associated risks.
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