All Articles tagged with 'Nikko Asset Management'

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AMP Capital wins concentrated equities mandate worth A$175 million

From AMP

AMP Capital has won a A$175 million mandate from Nikko Asset Management Australia to manage a concentrated equity portfolio on behalf of its multi-manager team. The mandate is managed by

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23 Oct 2014

When it comes to yield beware of ‘buy and hold’ strategies

Jason Kim, Portfolio Manager and Senior Analyst at Nikko AM Australia explains why ‘buy and hold’ strategies of traditional high-yielding stocks may not be the best investment strategy as Australia’s

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02 Oct 2014

Nikko Asset Management to unveil global strategies in Australia and New Zealand

From Tyndall AM

Australian and New Zealand investors’ sizable allocations to global assets is leading Nikko Asset Management to make a major global product push into these markets, the company announced yesterday. The

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15 Sep 2014

A golden age for Brazilian iron ore?

From Tyndall AM

With the football World Cup recently held in Brazil, it is worth mentioning another large contributor to the Brazilian economy – iron ore. Brazil remains the second largest seaborne supplier

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01 Sep 2014

Choosing cash over fixed income no longer makes sense

From Tyndall AM

Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, the returns on fixed income have actually

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31 Jul 2014

Transition of the Australian economy – What does it mean for rates and the dollar?

From Tyndall AM

For Sophisticated Investors Only Mining: How deep is the hole? Chart 1 shows that mining as a percentage of GDP is at record highs, although it has started to drop

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23 Jun 2014

Making the most of equity market anomalies – Part 3

From Tyndall AM

In the final of the three-part series, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore the case for concentrated portfolios. (Part 1 is available to read here and Part 2

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02 Jun 2014

Nikko AM confirms neutral position on global equities

Sees Abenomics Working Well in Boosting Corporate Profits An overweight stance on global equities that lasted for over two-and-a-half years has been cut to neutral by Nikko Asset Management’s Global

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09 Apr 2014

Making the most of equity market anomalies – Part 1

From Tyndall AM

In this three-part series on market anomalies, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore how investors can tap into what they believe are three consistent sources

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01 Apr 2014

Nikko AM decreases risk, reduces overweight on global equities

A long-running overweight stance on global equities is being trimmed by Nikko Asset Management’s Global Investment Committee (GIC), the company announced today. Nikko AM is a related entity of Tyndall

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12 Mar 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
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 [...]
CPD: Capitalising on global growth in the decarbonisation era
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 [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]