SHARE THIS Considering that major tech companies are profitable, cash rich and cannot afford to lose out in the highly competitive AI race, spending on high-end computing and neural networks looks set to continue in 2024. This will likely create a...
SHARE THIS Although we believe that the prospects for the economy remain mostly unchanged, the outlook is softer at the margins, perhaps reflecting the tightening of financial conditions seen during the recent months. Over the past month, however,...
SHARE THIS Last year, global investors turned their attention firmly towards Japan as a way of increasing their Asia exposure while avoiding perceived geopolitical and regulatory risks linked to China, and amid the high inflation environment dominating...
SHARE THIS One of Japan’s more recent economic releases made us sit up and take notice. Within the very resilient Q4 capital expenditure figures released this week was one important reinforcing indicator of Japan’s structural recovery, or in the Bank...
SHARE THIS We discuss the implications of the expansive new tariffs unveiled by the US and explore the effects on markets, consumer sentiment and potential future outcomes from a Japanese market perspective.
SHARE THIS SUSTAINABILITY Investment Management Nikko AM's Approach Nikko AM sees the implementation of environmental, social, and governance (ESG) factors in our investment processes as an ongoing journey of how best to apply the highest standards....
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Global Equity Our Philosophy Society cannot solve the problems that it faces today without the private sector making a significant contribution. It is our view that businesses with solutions to...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Equity Our Philosophy To generate new growth, companies today must have a strong approach to ESG. By investing in the stocks of such companies, we believe that excess returns can be achieved over...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Asian Equity Our Philosophy We see the Asian region as being comprised of diverse growth markets, where fundamental drivers can lead to substantial and rapid change. As such, our investment process is...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Japan Fixed Income Our Philosophy In order to pursue excellent performance in domestic bond management, it is critical to evaluate creditworthiness by analysing both quantitative risks, such as debt...
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 SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Fixed Income Our Philosophy For the Australian Fixed Income team, credit is a key pillar of alpha generation across all portfolios that we manage. Our process focuses on using credit to add...
SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT U.S. Investment Our Philosophy On the US investment team, we believe that the three core factors behind sustainable, responsible investing — environmental, social, and governance (ESG) — are inherent to...
SHARE THIS China’s 20th Party Congress ended on 23 October with President Xi Jinping winning an unprecedented third term as expected. We provide a brief analysis of the Congress and the impact it could have on China’s zero-COVID policy and the capital...
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...
SHARE THIS Japan’s corporate governance reform started nearly a decade ago is an ongoing process, but it received a boost from the Tokyo Stock Exchange’s latest initiative in January. The latest chapter in corporate governance reform coupled with...
SHARE THIS The climate change crisis we are witnessing presents both challenges and opportunities. Focusing on the latter from an investment perspective, in our view asset managers are in a position to help facilitate society’s goals of reducing GHG...
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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 ARK Disruptive Innovation Strategy Innovation is the Key to Growth Asia ex Japan Equity Asia ex-Japan equity capability with a long-term track record China Equity A core active Greater China-focused equity strategy with a long-term track...
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