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Global Investment Committee Outlook: Especially buoyant non-US equities

SHARE THIS Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, and a few were even more cautious, especially regarding increased fears of inflation later in 2021, the...

Multi-asset Monthly - September 2021

SHARE THIS As we contemplate a post-pandemic world, it is becoming more likely that things will not return to “normal” as we once knew it. While vaccines have been highly successful in preventing serious illness in those who are still contracting the...

Global Investment Committee’s Outlook: Stagflation-lite, cautious on both equities and bonds, except positive on Pacific equities

SHARE THIS The GIC expects the global economy to continue struggling in a form of “stagflation-lite” and sees a relatively flat performance for global equities for the next three to six months (although quite positive on Pacific equities), with...

Global Investment Committee’s outlook: still growing but proceed with caution

SHARE THIS Our central scenario is for positive GDP growth in most major economies, with mild upside risks to growth in all regions but Europe. Within this central scenario, we anticipate range-bound inflation with a gradual disinflationary trend in...

Our view on Japan’s upper house election

SHARE THIS As it often is when Japan’s Liberal Democratic Party wins an election by an impressive amount, the initial equity market reaction was positive. But the ramifications of the ruling party’s upper house election victory will in the intermediate...

Evergrande – China’s Mieno Moment, or it’s Bear Stearns?

SHARE THIS During the late 1980s, at the height of the Bubble Economy, and at a time during which seemingly everyone wanted to emulate the Japanese economic model, we were lucky enough to have high level access to the Bank of Japan.

Global Investment Committee’s outlook: stronger for longer

SHARE THIS The Global Investment Committee sees robust corporate earnings, firm employment and expectations for rate cuts keeping markets more buoyant than anticipated by average consensus estimates.

Japan

Nikko Asset Management wins Japan’s Fund House of the Year

SHARE THIS Nikko Asset Management wins Japan's Fund House of the Year "AsianInvestor has named Nikko Asset Management Japan's Fund House of the Year based on the company's ability to generate positive returns for its investors amid Japan's ultra-low...

Nikko Asset Management recognised as Japan's Fund House of the Year

SHARE THIS Nikko Asset Management recognised as Japan's Fund House of the Year AsianInvestor has recognised Nikko Asset Management (Nikko AM) as Japan's 2017 Fund House of the Year for generating strong returns in Japan's negative interest rate...

Japan’s “new form of capitalism” in review

SHARE THIS We review the “new form of capitalism”, a government plan to boost economic growth initiated by Japanese Prime Minister Fumio Kishida, who is enjoying a high public approval rating ahead of a closely watched upper house election.

BOJ takes significant yet incremental step on path back to “normal” rates

SHARE THIS The “trial balloons” of media announcements in advance of today’s interest rate hike by the Bank of Japan —its first in 17 years—apparently did their job, as the end of its negative interest rate policy, yield curve control and ETF purchases...

Global Investment Committee review: still positive, with downside risk caveats

SHARE THIS On 13 August, the Global Investment Committee held an extraordinary session to review the impact of recent volatile market movements. We maintain our central scenario for positive GDP growth in most major economies, although we see...

Fact Sheet

SHARE THIS Global Citizen with Asian DNA countries* nationalities** USD * total AUM Extensive global resources Japan Singapore Australia New Zealand United Kingdom Americas China Hong Kong Malaysia Luxembourg Germany Netherlands Our Global Capabilities...

Asian Equity Monthly - August 2021

SHARE THIS Asian stocks gained in August. While concerns about the spread of the Delta variant weighed on markets at the beginning of the month, the US Federal Reserve (Fed)’s dovish commentary and a rebound in the battered Chinese technology (tech)...

Sustainability - International Women's Day

SHARE THIS Nikko AM embraces equity and shares how we do it this International Women’s Day. Hear from our President, Executive Chairman and colleagues across the globe on how we are celebrating and supporting women in our local communities. "Embracing...

Sustainability - Pride Month 2023

SHARE THIS As June marks Pride Month, Nikko Asset Management continued its commitment to the LGBTQ+ community through initiatives spotlighting issues the community faces and promoting support both internally and externally, not only in June but...

Nikko Asset Management Commits to Support the Japan-British Society

SHARE THIS Nikko Asset Management Commits to Support the Japan-British Society Nikko Asset Management Co., Ltd. (“Nikko AM”) today announces its support for the Japan-British Society, General Incorporated Association (“the Japan-British Society”). This...

Global market and economic outlook 2025

SHARE THIS In 2025, US economic growth is expected to continue due to fiscal stimulus, despite above-target inflation. Meanwhile, the strong dollar could face disruptions, the Bank of Japan may keep raising interest rates and China is seen balancing...

BOJ takes a slow, steady approach to reducing bond purchases

SHARE THIS The Bank of Japan maintained interest rates at its June meeting, disappointing market participants who expected a reduction in monthly bond purchases. The BOJ signalled a future reduction in bond purchases but only at the next policy meeting...