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  • Balancing Act: Global Multi-Asset Quarterly (Q3 2024)

    SHARE THIS Volatility dominated risk markets in the early part of the July-September quarter, while perceptions of the US employment environment also had an impact. Over the quarter, we kept an overweight position on growth assets and maintained a...

    https://en.nikkoam.com/articles/2024/multi-asset-quarterly-q3-november-2024
  • Global Equity

    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.

    https://en.nikkoam.com/institutional/equity-strategies/global-equity
  • Code of Ethics

    SHARE THIS I. Purpose and Scope A. Purpose Nikko Asset Management is committed to upholding the highest standards of business ethics and conduct. We are proud of this commitment and consider it fundamental to earning and maintaining the trust of our...

    https://en.nikkoam.com/code-of-ethics
  • China Equity - Middle Class Leverage

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    https://en.nikkoam.com/sp/china-equity-middle-class-leverage
  • Australian equity monthly - October 2020

    SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.

    https://en.nikkoam.com/articles/2020/australian-equities-monthly-october-2020
  • Asian equity monthly – October 2020

    SHARE THIS US presidential election jitters and an uptick in COVID-19 cases in the US and Europe triggered a downturn in global equities in October. Asian stocks, however, managed to turn in decent gains for the month, owing to a slowing pace of...

    https://en.nikkoam.com/articles/2020/asian-equity-monthly-october-2020
  • Efficiency of Japanese corporate investment in human capital and shareholder value

    SHARE THIS Japan struggles with an aging and shrinking population and it is important for the country, both from an economic and social perspective, to improve its relatively low labour productivity by efficiently utilising its human resources.

    https://en.nikkoam.com/articles/2020/efficiency-of-japanese-corporate
  • 2021 Global Multi-Asset Market Outlook

    SHARE THIS The year 2020 is one most would like to forget, but for markets, performance was particularly strong despite the substantial COVID-19-related economic fallout. Certainly, ample liquidity in the form of massive monetary and fiscal stimulus...

    https://en.nikkoam.com/articles/2021/global-multi-asset-market-outlook-2021
  • 2021 Global Credit Outlook

    SHARE THIS The last 12 months have seen a significant rotation of topics discussed at investment meetings worldwide. The agenda has moved from macroeconomic data to infection rates, hospitalization rates, vaccinations and other issues related to the...

    https://en.nikkoam.com/articles/2021/global-credit-outlook-2021
  • Credit spreads explained: The devil is in the details

    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...

    https://en.nikkoam.com/articles/2021/credit-spreads-explained
  • Palm oil investing through an ESG lens

    SHARE THIS Does investing in palm oil companies pose a controversy or present an opportunity? Here is a deep-dive analysis of the palm oil sector and the material ESG issues facing it. All in all, we believe that positive ESG changes represent a strong...

    https://en.nikkoam.com/articles/2021/palm-oil-investing-through-an-esg-lens
  • Multi-asset monthly - April 2021

    SHARE THIS As reflationary dynamics gain support from refreshed stimulus in the US and a largely successful vaccine rollout with returning growth already to show for it, the reflation trade appears a bit exhausted as measured by market action. However,...

    https://en.nikkoam.com/articles/2021/multi-asset-april-2021
  • From success story to cautionary tale: Assessing Japan’s vaccination effort

    SHARE THIS Until recently, Japan was lauded as one of the few countries that successfully limited the COVID-19 outbreak. However, more than a year into the pandemic, Japan’s slow vaccine rollout is coming under increased scrutiny with the country...

    https://en.nikkoam.com/articles/2021/japan-vaccination-effort
  • The Fed raises concerns on inflation

    SHARE THIS After many years of trying to stimulate inflation, central banks are now facing inflation levels that are far exceeding recent trends. In May, eurozone inflation rose to 2% and in the US core inflation reached 3.8% (almost a 30-year high).

    https://en.nikkoam.com/articles/2021/the-fed-raises-concerns-on-inflation
  • Japan’s “Show Me the Money” Corporate Governance: 2Q Positive Profit Surprise

    SHARE THIS The just released 2Q CY21 data on aggregate corporate profits in Japan was surprisingly positive, as the overall corporate recurring pre-tax profit margin surged relatively near its record high in the 3Q CY18.

    https://en.nikkoam.com/articles/2021/japan-show-money-corporate-governance
  • What can investors expect from a Kishida government?

    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...

    https://en.nikkoam.com/articles/2021/investors-expects-kishida-government
  • Japan’s “Show Me the Money” Corporate Governance: 3Q Record High

    SHARE THIS The just released 3Q CY21 data on aggregate corporate profits in Japan was very positive, as although for the single quarter, the overall corporate recurring pre-tax profit margin declined from the 2Q, as it does routinely for this...

    https://en.nikkoam.com/articles/2021/japan-show-money-corporate-governance-3q
  • 2022 Asian Fixed Income and FX Outlook: Regional recovery expected

    SHARE THIS The economic recovery in Asia ex-China is likely to improve significantly in 2022 as regulations are eased, borders are reopened and vaccination rates increase. We anticipate these developments to boost private sector confidence, providing...

    https://en.nikkoam.com/articles/2022/asian-fixed-income-and-fx-outlook-2022
  • Global Equity Quarterly (Q4 2021)

    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...

    https://en.nikkoam.com/articles/2021/global-equity-quarterly-q4
  • Balancing Act-Monthly insights: Multi-Asset Team-February 2022

    SHARE THIS The outlook is currently challenging. Tightening is coming, but it is not here yet and in the meantime current policy remains quite accommodative. There is no doubt that extremely easy policy boosted equity prices, which were reinforced by...

    https://en.nikkoam.com/articles/2022/multi-asset-february-2022