Greek referendum will cause short-term volatility but unlikely to have long-term global market impact

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In Sunday’s referendum, the Greek populace overwhelming voted to reject the terms of the programme for reform and fiscal adjustment put forward by the European Commission, European Central Bank (ECB)

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08 Jul 2015

Retain global equities overweight despite Fed hikes ahead: Nikko Asset Management’s updated house view

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Global equities overweight stance backed by G3 growth Fed likely to raise interest rates three times by end of 2015 starting in September Maintains underweight stance on European equities amid

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07 Jul 2015

China’s LGFV debt swap – Shining light on the Shadows

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Ever since China’s 2009 stimulus program, commentators have expressed concern over the swelling of Chinese local government debt burdens – a feeling that only intensified as GDP growth slowed, exposing

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09 Jun 2015

Global equities: Finding value in a post-QE world

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Interview with Will Low, Head of Global Equity, Nikko Asset Management Q: Over the past few years, we’ve seen valuation convergence, falling stock correlations and lower risk premiums. Given this

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18 May 2015

White Paper: Political risk and emerging market investing

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At a time of heightened global political risk, Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group’s proprietary geopolitical risk indicators within Nikko Asset Management’s multi-asset

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13 Apr 2015

Overweight stance on global equities intact: Nikko Asset Management’s new house view shows

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Maintains long-held overweight view on global equities Shifts stance on the Fed’s first rate hike to 4Q from June/July Reverses the Eurozone’s six-month overweight stance amid rising equity valuations Enthusiastic

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01 Apr 2015

Eurasia Group, Nikko Asset Management pair strengths in emerging markets investment

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At a time of heightened global political risk, Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group’s proprietary geopolitical risk indicators within Nikko’s multi-asset investment management

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31 Mar 2015

Pauline Vamos – Flexible income stream products are the future of the superannuation industry

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Interview with Pauline Vamos, CEO of the Association of Superannuation Funds of Australia (ASFA) The compulsory superannuation guarantee system was introduced in 1992 and since then it has become the

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26 Mar 2015

Active management of credit more effective over the longer term than a target-seeking strategy

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Credit is an attractive asset class that should provide long-term outperformance over government bonds Active management of the exposure to credit can substantially improve performance but a sole focus on

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17 Mar 2015

Sam Hallinan joins Nikko Asset Management as Managing Director for Australia

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Sam Hallinan will take up the Managing Director position at Nikko Asset Management, Australia as of April 1st 2015, the company announced yesterday. Hallinan most recently was General Manager of

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06 Mar 2015