Global oil – the recovery continues

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The market is currently positioned with expectations for higher crude oil prices – as evidenced by net positioning in the futures markets. Two key catalysts await investors during February –

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Trump and The Real Trade War

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There has been much concern lately about the new US administration’s trade policy. Taking a step back and looking at global trade numbers, we can draw a number of conclusions

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Global equities – Three key questions for 2017

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Q1. With global equities almost back to new highs, should we treat this as a sign of optimism or a cause for concern in 2017? Some of the key changes

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Nikko Asset Management receives three awards from Asia Asset Management

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Nikko Asset Management has been recognised for excellence by Hong-Kong based Asia Asset Management. The firm won the Best of the Best Country Award for Japan in three categories: Best

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Nikko Asset Management Australia announces appointment of COO Peter Lynn

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Nikko Asset Management, Australia Managing Director, Sam Hallinan, is pleased to announce that Peter Lynn has accepted the role of COO for Nikko AM Australia. This is a very important

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What does Trump’s first week say about the unorthodox future ahead?

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Due to the lack of a filibuster-proof Senate majority, Trump was never likely able to get much passed through Congress except for revenue-neutral budget bills, but he will clearly continue

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Five charts to keep an eye on – making sense of this unique investment environment

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Following the US election, we have seen bond rates continuing to increase, a stronger US dollar, firmer commodity prices, and a US stock market at all-time highs. How long will

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What challenges lie ahead for the healthcare sector?

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Advances in science and technology are continuously changing and progressing the medical profession and broader healthcare industry. While this backdrop is surely known to investors, its importance and impact may

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Global oil: Timing could be critical

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After launching a global supply war, which led to the price of global oil collapsing in late 2014, Saudi Arabia now appears to be signalling a change of policy. OPEC

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Political revolution hits America

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Much like the BREXIT vote, which seemed doomed at the end by the assassination of a key “Remain” politician that was deemed to make many “Leave” voters think their movement

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