Interpreting signals in unprecedented times – Japan equity market outlook

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No turning back — 2% inflation target not only intact but enhanced with a new “inflation overshooting commitment” While the TOPIX declined following the Brexit vote, largely as a result

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12 Oct 2016

Nikko AM wins Aussie equity mandate

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TWUSUPER has awarded Nikko AM a mandate in their long running Australian Equities Comparative Value Analysis strategy. TWUSUPER’s CIO, Andrew Killen, said that “the Board were impressed with the long-term

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11 Oct 2016

Nikko Asset Management bullish on Japan and developed Asia-Pacific equities

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The Fed expected to hike in December or March. The BOJ and ECB will remain on hold for the next 12 months. Bond yields to remain relatively stable for the

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05 Oct 2016

Nikko Asset Management launches Japan Share Concentrated Fund

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As part of a continuing strategy to expand its range of offerings in the Australian market, Nikko Asset Management has launched the Nikko AM Japan Share Concentrated Fund. The Fund

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22 Sep 2016

Fintech – Disruptor or saviour?

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The excitement over financial technology (fintech) innovation has escaped few in the investment community of late. Fintech venture capital (VC) investment reached approximately USD 19 billion (bn) in 2015, up

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06 Sep 2016

3% is the new 5% for the Australian cash rate

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Over the past five years, the Reserve Bank of Australia (RBA) has cut the cash rate from a high of 4.75% in 2011 to a low of 1.50% in August

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08 Aug 2016

What does Brexit mean for Emerging Markets?

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There are two main channels by which Brexit could impact emerging markets (EM): financial markets and economic activity. What impact should we expect from financial markets? So far, fears of

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11 Jul 2016

Nikko Asset Management Australia announces new sales hire and reinvigorated retail offering

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With a new senior sales team hire, the reduction of the management fee on the Nikko AM-Tyndall Australian Share Income Fund and the lowering of the minimum initial investment on

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07 Jul 2016

Choosing cash over fixed income doesn’t make sense

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Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, they missed out on a major benefit

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14 Jun 2016

Liquidity fears may prompt a market rethink

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Liquidity continues to be an ongoing concern for fixed income participants and market regulators globally. Recent high profile failures of funds run by Third Avenue Management, Stone Lion Capital Partners

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30 May 2016