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Important Information Regarding Investment Insights

SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

Assessing the impact of green bonds

SHARE THIS The green bond market has experienced tremendous growth since 2007, but despite its rapid success, there are still barriers to overcome. In particular, assessing the impact of green bonds continues to be a contentious topic.

New Zealand Fixed Income Monthly (April 2024)

SHARE THIS Despite the decline in one- and two-year inflation expectations, we feel that the longer term picture is likely to be dominated by broader secular forces, or prolonged trends not necessarily tied to cyclical factors, that structurally drive...

President Trump May Know The Lesser of Available Evils

SHARE THIS The chart below is by no means perfect in terms of its specific execution; global price indices are few and far between but it serves to make the point that, since the advent of “Globalization” during the early – mid 1990s, goods prices have...

Important Disclaimer Information

SHARE THIS This document is prepared by Nikko Asset Management Co., Ltd. and/or its affiliates (Nikko AM) and is for distribution only under such circumstances as may be permitted by applicable laws. This document does not constitute personal...

Japan Equity Monthly - October 2020

SHARE THIS We discuss the reasons behind the Japanese equity market’s recent outperformance and the factors likely required for the gains to be sustainable in the longer term. We also assess the recent surge by the Mothers Index and key points to watch...

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.

Sustainability - Australian Equity

SHARE THIS SUSTAINABILITY | INVESTMENT MANAGEMENT Australian Equity Our Philosophy The Nikko AM Australian Equities team has a long history of investing based on fundamental research. All stocks have an intrinsic value that can be accurately assessed...

Global Investment Committee Outlook: Continue risk-positive

SHARE THIS A large majority of our members agreed on a positive scenario in which the global economy mildly outperforms market consensus, while equities continue to rally.

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...

Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

SHARE THIS Out of the six scenarios presented, a solid majority of our committee agreed again on a positive scenario, in which the global economy matches the market consensus for very strong growth, while equities continue to rally.

Future Quality Insights - August 2021

SHARE THIS The Tokyo summer Olympics have been a welcome distraction over the last few weeks and well done to Japan for hosting the games so successfully in the current environment. In particular it is inspiring to see the years of preparation and...

Supply – Not Demand – Is the Problem

SHARE THIS It goes without saying that the Covid-19 Pandemic has caused – and is still causing – disruptions to people’s ability to spend and companies’ ability to produce goods and to supply services. Moreover, the Pandemic looks set to disrupt the...

Global Investment Committee’s 12-month Outlook: Continue risk-positive, especially for Japan

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.

Global Investment Committee’s 2022 Outlook: Continue risk-positive, especially for Japan

SHARE THIS The global economy should match the consensus for strong growth, thanks to vaccinations, continued fiscal stimulus, acceptable global geopolitical conditions, and continued low interest rates despite increasingly hawkish central banks. Such,...

2022 Global Equity Outlook: Disruption sharpens the focus on Future Quality

SHARE THIS The initial discovery of the Omicron variant was met with fairly sensational reporting by some of the world’s media and this fed through quickly into investor sentiment. It is probably true, however, that even if Omicron had not surfaced it...

2022 Singapore Equity Outlook: Focusing on sustainable growth

SHARE THIS The Singapore economy is on a road to recovery. Although the economy has already rebounded sharply in 2021, we expect the recovery theme to remain intact and continue supporting the Singapore economy in 2022. We see a broadening of growth...