SHARE THIS France’s Macron became a lame duck President this year. The Tory Party was dumped out of office at the UK general election in favour of a party of relatively inexperienced micro-focussed policymakers who have witnessed a remarkably short...
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2025 Best of the Best Awards Nikko Asset Management Co., Ltd. (Nikko AM) was selected on 4 February for three categories in Asia Asset Management‘s 2025 Best of the Best Awards. These...
SHARE THIS With a new economic regime potentially taking shape, we believe that now is an opportune time to consider an active global fixed income approach to navigate what is likely to be a prolonged period of uncertainty.
SHARE THIS Considered to be one of the greatest modern-day medical breakthroughs, robotic surgery is revolutionising surgical practices around the world. The breakthrough is particularly prominent in China, which could be the next growth frontier for...
SHARE THIS It could be some time before the market stabilises in the wake of the global banking turmoil, and investor appetite toward financial subordinated debt will likely be weak in the near term. That said, considering the current valuations of...
SHARE THIS Nikko Asset Management Enhances Governance, with Full Disclosure of its Voting Results Nikko Asset Management today announces its commitment to disclose the results of individual voting in the companies in which it invests at shareholder...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.9% during the month. Australian equities were supported by the release of the Federal Budget early in the month which saw increased spending and tax cuts to aid the economy as it recovers.
SHARE THIS The S&P/ASX 200 Accumulation Index returned -3.7% during the month. Australian equities lagged most developed markets during the month, as most markets took a breather in September.
SHARE THIS Although the coronavirus outbreak has caused major disruptions and geopolitical risk is on the rise, markets are looking forward to recovery. In what appears to be a rapidly changing world, many things remain the same and indeed, may be...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 10.2% during the month. Australian equities enjoyed a strong month (in fact, the best monthly return since 1992) on positive COVID-19 vaccine news, additional quantitative easing measures locally...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.2% during the month. Australian equities lagged key offshore markets during the month. Despite COVID-19 cases rising exponentially in the US and Europe, the start of the vaccine roll-out and...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 0.3% during the month. Australian equities outperformed most key offshore markets during the month as equity markets saw a pull-back late in the month. COVID-19 cases passed the 100 million mark...
SHARE THIS The S&P/ASX 200 Accumulation Index returned 1.5% during the month. Australian equities underperformed key offshore markets as a strong reporting season was offset by a surge in 10-year bond yields late in the month on the back of...
SHARE THIS There is a relatively simple narrative dominating markets at present, namely that the US economic recovery will accelerate as the latest stimulus measures are enacted, the output gap will close (if you believe it is negative – or it will...
SHARE THIS Objective Nikko Asset Management Group (Nikko Asset Management Co., Ltd. and its subsidiaries hereafter collectively referred to as the “Nikko AM” or “we”) is a leader in the Asian financial services industry serving clients around the...
SHARE THIS The rise that has occurred within longer term bond yields over recent weeks has certainly been “enthusiastic”, and we suspect that many view the move as being no more than a belated / overdue reaction to the higher rates of inflation within...
SHARE THIS Last month’s ever austere Bundesbank Monthly Report contained an essay on Pension Reform in Germany. The article is quite long but suggests that the German Pension system only has two long term options to maintain its solvency: either accept...
SHARE THIS We have been saying for some time that inflationary pressures within the global goods markets may have peaked (at least for now) and that the global economy is slowing rapidly on the back of what are now very weak real incomes, collapsing...
SHARE THIS Between still high levels of inflation, fast-tightening central banks, a growing energy crisis in Europe and slow growth in China, it is easy to imagine a bleak growth outlook. But these difficult dynamics also harbour opportunities often...
SHARE THIS As an undergraduate economist, the subject of foreign exchange reserves and reserve currencies garnered scant attention because we were in a world of floating currencies in which FX intervention, when it did occur, was only ever modest and...