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FOREWORD 2018

SHARE THIS Since 2013, Nikko Asset Management’s Foreword™ has been delivering world class insights to institutional investors and advisers across the globe.

Perspectives

SHARE THIS Innovation Comes Naturally. Global Perspectives with Asian DNA.

On the Ground in Asia-Monthly Insights: Asian Fixed Income-January 2024

SHARE THIS We expect an anticipated decrease in developed market bond yields, coupled with enhanced foreign inflows, to bolster demand for Asian bonds. We see Asia credit remaining well supported with subdued net new supply as issuers continue to...

China Equity - Nikko AM Edge

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Japan Value Insights: Creating economic wealth by utilising forest resources

SHARE THIS Utilising and regenerating Japan’s ample forest resources by promoting a “wood cycle” could contribute to the creation of economic wealth and a net-zero carbon future.

Summit 2019

SHARE THIS Since 2013, Nikko Asset Management’s Investment Summit has been delivering world class insights to institutional investors and advisers across the globe.

Sustainability - Investment Management

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....

Investment Outlook 2025

SHARE THIS INVESTMENT OUTLOOK 2025 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Global Global market and economic outlook 2025 Mind the fat tails and keep an eye on inflation,...

Investment Outlook 2024

SHARE THIS Investment Outlook 2024 Find out about our investment teams' outlook across asset classes and geographies. Equity China equity outlook 2024 Opportunities amid pivot to advanced manufacturing, technological self-sufficiency by Asian Equity...

Investment Outlook 2023

SHARE THIS Investment Outlook 2023 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Strategy 2023 Global macro outlook: Ten predictions No single catch-phrase epitomises the...

Investment Outlook 2022

SHARE THIS Investment Outlook 2022 Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead. Download Investment Outlook 2022 eBook Download & read on the go — a tablet-friendly collection...

Balancing Act-Monthly insights: Multi-Asset Team-April 2024

SHARE THIS Inflation uncertainty seems increasingly entrenched, which is less kind to developed market sovereign bonds. The US fiscal deficit is very large, and the Federal Reserve (Fed) is now in the challenging position of deciding when to cut rates....

Harnessing Change - Monthly Insights: Asian Equity-March 2024

SHARE THIS The Chinese economy and its equity market continue to be significant focal points in broader Asia. Additional support measures, combined with a recalibration of market expectations, have helped Chinese equities recover from the panic selling...

On the Ground in Asia-Monthly Insights: Asian Fixed Income-March 2024

SHARE THIS We maintain a positive outlook for Asian local government bonds, particularly those from India, Indonesia and the Philippines. In our view, the disinflation trends in these countries should provide their central banks with the flexibility to...