Our team of our Portfolio Managers in London, one of whom hails from France, reviews the prospects and ramifications of this weekend's French election.
Our Tokyo Fixed Income team explains its view on the Japanese labor market and its effect on consumer inflation and Bank of Japan policy.
During the 2016 December quarter, we witnessed the value style stage a partial recovery after having underperformed for at least two years or so. Is this as good as it gets? Or will value continue to outperform after its initial recovery, after having being in the wilderness for some time?
China started 2017 with real momentum, following the property driven debt-fuelled stimulus of last year, and the blue skies a result of Government directives to curb pollution during March’s Central Government meetings. However, with an expectation of lower steel intensity sectors driving growth this year, what will this mean for Australia’s resource sector?
As commodity prices have risen, the Australian economy is set to benefit from these continuing gains.
Is Volatility too low and what re-pricing could mean for various asset markets
The Global Investment Committee remains optimistic about global economy and equity markets despite their recent strong equity rallies and increased political risks.
China has had a significant impact on the supply side in two key global commodities during 2016. Going forward, look out for further actions from China on the supply side of commodities.
Yu-Ming Wang, Global Head of Investment and Chief Investment Officer, International on why a fundamental manager should care about E.S.G.
Given the release of the fourth quarter data, we update our decade-long theme about improving corporate governance in Japan.
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.
Asia’s Credit market has come a long way since the Asian Financial Crisis of 1998, having evolved into a large, deep and liquid market.
Our Senior Portfolio Manager in New York, who specializes in natural resource equity funds, explains the outlook for oil prices.
As the UK’s pathway to EU exit evolves, one of our local portfolio managers outlines our current thoughts on the UK’s economic and political outlook.
Given the challenges, why bother?
Our head of Global Strategy in New York analyzes and forecasts the developments of major topics arising from the new Administration.
Global economic, credit and interest rate cycles are becoming desynchronised. In this paper, we introduce Nikko AM’s first generation default probability model for corporates.
In-depth report: Economic growth in Asia is expected to remain broadly stable in 2017. While there will be greater external uncertainties as well as country-specific challenges, Asian economies are, on balance, better equipped to deal with external pressures compared to a few years back.
Our Senior Portfolio Manager for Emerging Market Debt in London forecasts that in 2017, this asset class could well match 2016’s achievement.