Commentary

Nikko Asset Management Global Investment Committee Outlook

Nikko Asset Management’s Global Investment Committee examines how the coronavirus pandemic has impacted global economies and where they’re finding overlooked and undervalued investment opportunities amid the volatility.

Commentary

Sony and Panasonic: A Story of Diverging Fortunes

Nikko Asset Management’s Global Head of Investments examines key factors that has driven the diverging roads of performance by Sony and Panasonic, as well as the key lessons that can be learned from their stories.

Commentary

Global Investment Committee Outlook 2020

Investing is never easy, especially these days, as internal political factions and international relations are so divided and yet so important to predict. That said, despite all our stress and complaints, prior generations would say that relative to their experience, we actually live in calm and prosperous times.

Commentary

Global Investment Committee Outlook: Moderately Cautious on Global Equity

With geopolitical risks rising and the global economy remaining in a soft period, Nikko Asset Management’s Global Investment Committee examines key issues impacting the global markets and where they’re finding overlooked investment opportunities.

Commentary

Identifying Value Opportunities in Japanese Equities

Amid rising concerns over global economic growth and trade tensions, central banks across the globe are once again turning to interest rate reductions to help bolster growth. As a result of this unprecedented monetary easing, the spread between the performance of Japanese growth and value stocks has widened to levels not seen in recent years.