Nikko Asset Management launches ARK Invest strategy with Morgan Stanley in Australia

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Nikko Asset Management (“Nikko AM”) and Morgan Stanley Wealth Management yesterday announced the introduction of the Nikko AM-ARK Disruptive Innovation Separately Managed Account (SMA). The SMA offering is the first of its kind in Australia and will be available to Morgan Stanley Wealth’s Australian clients Catherine Wood, Founder and Chief Executive Officer/ Chief Investment Officer […]

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Nikko Asset Management adds depth to Global Equity Team

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Nikko Asset Management (“Nikko AM”) has appointed Jeremy Hall as Investment Director – Global Equity. In this role, he will be a portfolio manager within the Nikko AM Global Equity team based in Edinburgh, Scotland. Hall is both a Chartered Financial Analyst and Chartered Accountant with 17 years of professional investment experience, most recently as […]

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Australian housing – Still waiting for the decline

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Over the past five years, multiple forecasters have called the decline of Australian housing only to see prices continue moving from strength to strength. Indeed, some global investors are watching for a downturn as this could foreshadow a decline in other developed markets. In this article, we identify the fundamentals that have supported Australian housing […]

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Nikko Asset Management and ARK Invest Partner for Disruptive Innovation Investment Solutions

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Nikko Asset Management (“Nikko AM”) last week announced that it is enhancing its disruptive innovation focused investment solutions by acquiring a minority stake in ARK Investment Management LLC (“ARK”). In this partnership Nikko AM will obtain exclusivity to offer ARK products and investment strategies in Japan and the Asia Pacific while its investment team intends […]

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US steel sector: A waiting game

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Having recently returned from the US, Michael Ward, Senior Research Analyst at Nikko AM, shares his thoughts on the US steel sector and what impact its changing dynamics will have over the medium to long term. Our recent visit to the US focused on its steel sector, which is seen as one of the bigger […]

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Nikko Asset Management wins two mandates from Zurich Investments

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Nikko Asset Management Australia has secured two new Australian Equities mandates from Zurich Investment Management Limited (Zurich Investments), following a competitive review process. Sam Hallinan, Managing Director of Nikko Asset Management Australia, said: “We are delighted to have been selected to work with Zurich Investments. This achievement is testament to our experienced Australian Equities team […]

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Japan in motion: What does the future hold?

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We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in 2012 will ever achieve its objective of moving Japan’s economy forward. We believe that Abenomics is working, however we feel that its success cannot be […]

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Five charts to watch: Will these commodity gains last?

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As commodity prices have risen, the Australian economy is set to benefit from these continuing gains. Over the next two quarters, this should provide positive economic outcomes, with the important question now being – can this last? Rising commodities and a stable AUD should see tradeables inflation return Tradeables inflation represents 40% of the Australian […]

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Nikko AM integrates its Global Fixed Income team

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Nikko Asset Management Australia Managing Director, Sam Hallinan, has announced the integration of the firm’s Global Fixed Income teams to further enhance its global investment framework. Nikko AM’s Australian Fixed Income team is set to be integrated with the firm’s London-based Global Fixed Income team, operating as a single centre of excellence and globally connected […]

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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 – the update from the OPEC monitoring committee and the beginning of the seasonal demand decline from refinery maintenance. We could see a pullback in prices […]

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