Commentary

Global Investment Committee’s Outlook: Stagflation-lite, Cautious On Both Equities And Bonds, Except Positive On Pacific Equities

John Vail, Chief Global Strategist at Nikko Asset Management, discusses Nikko AM’s Global Investment Committee views on current global market drivers as well as expectations for the markets moving forward.

Commentary

Thoughts for Seasick Investors

John Vail, Chief Global Strategist at Nikko Asset Management, discusses the waves of unease in our current markets due to inflation and talks of interest rate hikes and quantitative tightening, as well as how investors can best position their portfolios to ride out the waves.

Commentary

Global Investment Committee’s 12-Month Outlook: Continue Risk-Positive, Especially for Japan

John Vail, Chief Global Strategist at Nikko Asset Management, takes a deep dive into the firm’s 12-month outlook for the global economic recovery, and explains where he is finding the greatest investment opportunities.

Commentary

Global Investment Committee Outlook: Continue risk-positive

John Vail of Nikko Asset Management dives into the findings from Nikko’s latest Global Investment Committee meeting.

Commentary

Global Investment Committee Outlook: Especially buoyant non-US equities

Although some on the committee agreed with the market consensus for a moderate continuation of economic growth and equity markets, the majority agreed with a more positive scenario in which the global economy outperforms market consensus, while equities, especially those outside of the US, rally sharply.

Commentary

How Soon Can the US Get Back to Work?

The shock US unemployment figures released on June 5 —2.5 million jobs were actually added in May although expectations were for a loss of 7.5 million—got us thinking. How soon can the U.S. actually get back to work?

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.