Our London-based Global Credit Portfolio Manager lays out the scenarios of the upcoming German election and its ramifications for select German credits.
China’s dual goals of deleveraging and maintaining strong growth may not necessarily conflict, but they certainly pose a delicate balancing act for the government.
The rapid development of the Asia Credit markets provides new opportunities to improve the risk and return profile for investors.
The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.
Changing perception of ESG’s performance impact: An active ESG approach is now regarded as a catalyst for outperformance.
While highly unlikely, we examine the potential impact on Japan of a major crisis on the Korean Peninsula.
We believe that Abenomics is working, however we feel that its success cannot be determined by viewing government policy frameworks in isolation.
Steve Williams, the Portfolio Manager responsible for Green Bonds in Nikko AM’s London office, examines how this burgeoning asset class is likely to develop into a mainstream part of global fixed income portfolios.
“Any major crisis in the Northeast Asian region, especially one involving a crisis within Japan’s borders, is likely to be handled very aggressively by the Bank of Japan (BOJ), with it bending the rule-book as much as the Fed did during the Global Financial Crisis or as the ECB has done in the past five years.”
John Vail, Chief Global Strategist for Nikko Asset Management, contributes a regular column to Forbes.com
Our Tokyo Fixed Income team explains its view on the Japanese labor market and its effect on consumer inflation and Bank of Japan policy.