SHARE THIS
SHARE THIS
SHARE THIS
SHARE THIS
SHARE THIS
SHARE THIS
SHARE THIS
SHARE THIS Sorry, we cannot find the page you were looking for. • Browse our market Insights • Return to the top page
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Concentrated Equity Fund Philosophy The Concentrated Fund aims to hold around 15 stocks, with the ability to...
SHARE THIS Product Disclosure Statement Fact Sheet Quarterly Fund Update Obtains investment exposure by investing in the Nikko AM Wholesale Core Equity Fund Philosophy A high conviction, fundamental investment process that aims to deliver attractive...
SHARE THIS Fact Sheet Philosophy The Nikko AM Wholesale Property Fund approaches property investment from a purist standpoint, remaining true to an accurate definition of listed property investment. When forming views emphasis is placed on yield,...
SHARE THIS Fact Sheet Philosophy The Concentrated Fund aims to hold 15 stocks, with the ability to have a significant allocation to cash if there are insufficient numbers of suitable investment ideas. The Fund can hold up to 20% in any single security....
SHARE THIS Fact Sheet Philosophy The Fund excludes any company that derives more than 10% of its revenue from alcohol, pornography, gambling, tobacco and extraction of thermal coal and tar sands oil. There is a full ban on controversial weapons....
SHARE THIS Fact Sheet Philosophy A high conviction, fundamental investment process that aims to deliver attractive and repeatable risk adjusted returns. Our research is expected to be insightful and to generate a high level of conviction in the...
SHARE THIS The weak yen has played a key role in Japan’s economic recovery by boosting its corporate profits, gross national income and current account surplus. However, it may be time to consider ways Japan can retain its recovery without help from a...
SHARE THIS A stable political backdrop is just one of several key considerations supportive of investors increasing their exposure to Japanese equities, in our view. We believe that reforms to both its corporate governance structure and the...
SHARE THIS With Japan overcoming deflation and ushering in a period of progress and consolidation despite market volatility and political upheaval, we expect Japanese companies to make strategic decisions in 2025 that attract global investors in larger...
SHARE THIS As Japanese Prime Minister Fumio Kishida focuses on various economic initiatives to shore up his support ratings, the revival of inbound tourism is seen as a measure that can provide the economy with an immediate boost.
SHARE THIS Japan equity was the best-performing asset class in 2023, but despite the Nikkei reaching all-time highs in 2024, Japan also recently experienced economic contraction. Against that backdrop, Japan Equity Investment Director Junichi Takayama...
SHARE THIS We believe 2021 will be remembered as a year that marked the beginning of the end of the COVID-19 crisis as the world develops vaccines to counter the pandemic. In Japan, we expect a gradual recovery of its economy in 2021, as the pandemic’s...