Global equity outlook 2020

From

Focusing on Future Quality through the noise By the end of last year it looked like a combination of central bank policy error and political uncertainty was about to end a decade-long bull market in global equities. That combination was certainly enough to stop Santa delivering his traditional year-end rally in 2018. As we approach […]

continue reading

Examining the value of healthcare cost containment

From

Nikko Asset Management’s global equities team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to attain and sustain high cash returns on investment. We sat down with Greig Bryson, Portfolio Manager, to understand how they uncover Future Quality companies in […]

continue reading

CPD: Beyond the conflict, we see solutions

From

It has been 50 years since the start of what is locally called ‘The Troubles’—a civil war in Northern Ireland that over a 30-year period lead to the death of over 3,500 people and injured or killed just under 2% of the population. Northern Ireland is where Johnny Russell, portfolio manager, Nikko AM global equity […]

continue reading