Balancing stakeholder and shareholder needs key to equities outperformance

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The drivers of future returns on capital are shifting – as social and political change continues to create uncertainty – and investing in quality companies matters now more than ever before, says Iain Fulton, portfolio manager of Nikko AM’s global equities team. “Many think of change in terms of technological and economic disruption.  While understanding […]

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Nikko AM goes carbon neutral

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Nikko Asset Management Co., Ltd. (Nikko AM) has been certified as carbon neutral for the first time, after entering into a carbon offset programme with the UK-based international organisation Carbon Footprint Ltd. Nikko AM’s Corporate Sustainability Department aggregated the travel and financial data from the Firm’s global offices in Tokyo, Singapore, Sydney, Melbourne, Auckland, New York, […]

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QE understanding is lacking

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The market’s current understanding of QE on supply and demand dynamics does not capture the true economic effects, says Chris Rands from Nikko AM. While the introduction of quantitative easing (QE) following the global financial crisis was an experiment in monetary policy, with no-one quite sure how it would play out, the unwinding of QE is […]

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RBA cuts; Bonds do nothing; What’s going on?

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Introduction 24 hours before the Reserve Bank of Australia (RBA) handed down its decision to cut rates 25 basis points, I was questioning whether the RBA would cut in June. Today, I’m questioning how many more times will they cut this year. There’s a first time for everything The RBA has now cut rates to […]

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Rob Bluzmanis appointed Head of Distribution at Nikko AM

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Nikko Asset Management Australia (Nikko AM) has promoted Rob Bluzmanis from Head of Wholesale Sales to Head of Distribution for Australia, with immediate effect. Mr Bluzmanis will report directly to Managing Director, Sam Hallinan.  His appointment follows the resignation of Eddy Schipper, who is leaving the Firm in early August to pursue other interests. Mr Hallinan, said it is […]

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BDM appointment set to boost sales capability for Nikko AM

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Nikko Asset Management Australia (Nikko AM) has appointed Damien Casey  to the role of Business Development Manager, a position which will focus specifically on the wholesale market in New South Wales, the Australian Capital Territory and Queensland. Mr Casey will be based in Sydney and will report to Rob Bluzmanis, Head of Wholesale Sales for […]

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Nikko AM appoints credit analyst to fixed income team

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Nikko Asset Management Australia (Nikko AM) has appointed Linda Luo to the newly created role of credit analyst within its fixed income team. The appointment brings the number of members of the fixed income team in Australia to five permanent, full-time employees. Ms Luo will be based in Sydney and will report to John Sorrell, […]

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China: Will they get old before they get rich?

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Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the West — the outlook for China is that it will have one of the fastest declining populations in the world. Because of this, many commentators […]

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Rejuvenated China – Shares poised for sustainable rally

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New Beginning After a Lost Decade The sharp rebound in Chinese stocks so far this year has surprised many investors. Notwithstanding the false dawn in first half of 2015, when domestic equities momentarily perked up, the Shanghai Shenzhen CSI 300 Index—one of China’s main equity barometers—has generally underperformed many equity indices around the world, particularly […]

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Fixed vs. floating rate funds: The winner is clear

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Are floating rates sunk? Looking back over the past 12 months, there was not a single period that floating rate credit outperformed for the year. Even ignoring fees and active performance, it is a large differential to make up even if rates do eventually rise.     Taking this further, the Table 2 shows the […]

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