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 that might explain America’s new thinking on trade. Trade data tell the story There has been much concern lately about the new US administration’s trade […]

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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 that have taken place in markets over recent months are that: US growth prospects have improved, with President Trump’s policies likely to result in higher […]

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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 Institutional House, ETF Manager of the Year and Best Responsible Investor[1]. This is the fourth consecutive year for Nikko Asset Management to be honored by […]

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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 role and one that carries senior leadership across the entire business with specific accountability for Operations, Technology, HR and Finance. Peter is currently working with […]

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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 to use his quite broad executive and regulatory powers, as well as his “bully pulpit,” to re-shape the globe. The analysis below concisely explores the […]

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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 this unique investment environment last? The prospect of rising US interest rates… President-elect Donald Trump’s bullish fiscal stimulus plan has seen US real interest rates […]

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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 at times be overlooked, as the focus tends towards the supportive demographic factors that will almost certainly guarantee a growing patient population, underpinning volume growth […]

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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 Secretary General, Mohammed Barkindo, has indicated that he expects a deal to cut production to come from the OPEC meeting scheduled for the end of […]

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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 was hopelessly stained, Americans surprised the consensus with an anti-establishment vote, in particular by disagreeing with Clinton’s policies and with the FBI’s leadership’s view that […]

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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 of the strengthening of the Yen, the market has since recovered. We now believe the negative impact of the stronger Yen will be gradually diminished […]

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