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Everything from Nikko AM

Which matters more – Fundamentals or QE?

Nikko Asset Management Australia’s fixed income team is continuing its effort to determine if credit spreads are close to the top. In this article, we focus on what is more

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09 May 2016

Value investing set to snap back?

Jason Kim, Portfolio Manager & Senior Analyst at Nikko AM Australia provides insights on recent trends in performance of value versus growth investing – and why he believes after a

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12 Apr 2016

Nikko Asset Management expects Japan, Europe and developed Asia-Pacific equities to outperform

Japan, Europe and developed Asia-Pacific ex-Japan equities should perform well in the next six months Moves global equities stance to neutral due to a cautious U.S. equity outlook Oil prices

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07 Apr 2016

Scones or croissants? Brexit: The route to exit and key risks

“I am not a British isolationist. I don’t just want a better deal for Britain. I want a better deal for Europe too.” —David Cameron, 2013 In the UK, there

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30 Mar 2016

Asian medium and long-term drivers still on track

Asian equity markets have been tough since mid-2015, prompted by fears over China’s slowing growth. In September, global investors withdrew more than USD 50 billion, the biggest redemption ever recorded

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07 Mar 2016

Capitalising on the Pacific Decade – Taking the long-term view on China

“History doesn’t repeat itself, but it does rhyme” – often attributed to Mark Twain (1835-1910) For investors outside China, whether they have holdings in Chinese shares or not, coming to

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15 Feb 2016

Nikko Asset Management lifts view on global equities to moderately overweight

Lifts stance to slightly overweight from neutral on global equities Underweight stance on global bonds amid expectation of a moderate rise in yields U.S. dollar seen as strong in 2016

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17 Dec 2015

Nikko Asset Management’s Australian Share Concentrated Portfolio now available on HUB24

The Nikko AM-Tyndall Australian Share Concentrated Portfolio is now available on the HUB24 platform for both HUB24 Invest and HUB24 Super as a managed portfolio. HUB24’s platform offers a range

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14 Dec 2015

China – Lost in transition?

James Eginton provides his insights on the economic transition in China following a recent research trip to the region. The transition from a reliance on infrastructure investment to consumer spending

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08 Dec 2015

Energy supply glut: Insights from the US

Nikko AM Australia’s Energy Analyst, Warwick Cumming, recently visited the US to meet with shale oil and gas producers, gas consumers, service providers, consultants and brokers to gain an insight

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04 Nov 2015

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CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
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Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
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Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]