SHARE THIS A new White Paper from Eurasia Group and Nikko Asset Management explores how political risk factors can be systematically employed in portfolio management to provide a risk-controlled means of getting exposure to emerging markets.
SHARE THIS Since 1978, China has marched to the banner of gaige kaifang — “reform and openness.” Starting from a weak base, superlative double-digit growth came fast and easy, created by grafting capitalist market mechanisms and credit-fueled...
SHARE THIS - 2013 Japan Lipper Fund Awards - Nikko Natural Resources Fund (Equity and Currency) Australian DollarCourse Wins Lipper Award for Best Fund
SHARE THIS Nikko AM Recognised in Three Categories in Asia Asset Management’s 2018 Best of the Best Awards Nikko Asset Management has been recognised across three categories in Asia Asset Management’s 2018 Best of the Best Awards. Asia Asset...
SHARE THIS Nikko AM Recognised in Two Categories in Asia Asset Management’s 2019 Best of the Best Awards Nikko Asset Management (Nikko AM) has been recognised across two categories in Asia Asset Management’s 2019 Best of the Best Awards. Asia Asset...
SHARE THIS About Strategies Contact Iain Fulton Portfolio Manager, Global Equity LEARN MORE Stuart Williams Portfolio Manager, Head of New Zealand Equity LEARN MORE William Low Portfolio Manager, Head of Global Equity LEARN MORE Fergus McDonald...
SHARE THIS Nikko AM Wins Four Categories in Asia Asset Management's 2020 Best of the Best Awards Nikko Asset Management (Nikko AM) has won four categories at the Asia Asset Management 2020 Best of the Best Country Awards - selected in Japan for Fund...
SHARE THIS With the US presidential election now behind us, the two candidates seem to be proceeding in parallel universes. The apparent winner, President-elect Joe Biden, has transition planning and inauguration on his mind while President Donald...
SHARE THIS At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat “Blue Wave” with control of...
SHARE THIS While economic data is likely to remain soft, driven by the more recent lockdowns in the US and Europe, markets are rightly looking through the near-term gloom as impending vaccines for COVID-19 are showing the proverbial light at the end of...
SHARE THIS Asian countries have, by and large, handled the COVID-19 pandemic better than their western counterparts and are now emerging from that nadir. Most of these countries have plenty of fiscal and/or monetary stimulus headroom. And this superior...
SHARE THIS 2020 will undoubtedly be remembered as the year of the pandemic. While in financial market terms it is now tempting to think of COVID-19 as old news, the virus still presents substantial risks to the economic outlook.
SHARE THIS Nikko AM Wins Three Categories in Asia Asset Management’s 2021 Best of the Best Awards Nikko Asset Management (Nikko AM) is proud to win three categories at the Asia Asset Management 2021 Best of the Best Country Awards. In Japan, Nikko AM...
SHARE THIS The US Treasury (UST) market has been an important barometer of the reflation trade for markets this year. Most asset classes have performed in line with movements in UST yields as correlations, whether positive or negative, remain strong.
SHARE THIS We believe that Asian REITs will continue to perform well while the economic recovery in Asia and the rest of the world remains strong and as long as the rise in bond yields do not become excessive.
SHARE THIS Despite very bumpy economic data—particularly on inflation—rates have compressed, implying most of the “surprises” have already been priced in. This is positive for growth assets that respond better to yield curve stability than the sudden...
SHARE THIS The author is old enough to remember the rolling power cuts and “three day weeks” during 1973 and 1974 in the UK that were introduced by the government of the day in order to conserve the UK’s energy supplies in the wake of the first oil...
SHARE THIS The New Zealand equity market has been blessed by strong upward revisions in corporate earnings and a robust macro framework, with the country further along than its peers in a V-shaped recovery from a COVID-19-induced downturn.
SHARE THIS The US and China are likely reaching peak growth as stimulus and the initial burst of pent-up demand begin to wane. In China, while the credit impulse has turned negative—usually an ominous sign—demand continues to normalise, shifting from...
SHARE THIS This month, we take a look at the current state and prospects of New Zealand’s five main electricity generators/retail providers. Almost all the electricity in New Zealand is generated by five companies: Genesis Energy, Contact Energy,...