Nikko Asset Management - Europe

An alpha culture is detrimental to alpha returns

An alpha culture is detrimental to alpha returns

You cannot sustain high returns with an unsustainable business

You cannot sustain high returns with an unsustainable business

Paying any price for a high-quality company can turn it into a low-quality investment

Paying any price for a high-quality company can turn it into a low-quality investment

Sustainability at Nikko AM (Englisch)

Read about our ESG commitments and download our 2022 Sustainability Report.

Investment Outlook 2023

A collection of our views on the outlook for the year ahead.

The case for China bonds (Englisch)

by Pritpal Lotay, ETF Specialist EMEA

Future Quality Insights -January 2023- The path to clean, secure and affordable energy (Englisch)

by Johnny Russell, Investment Director, Global Equity

2023 Japan equity outlook (Englisch)

by Japan Equity Team

Japan Value Insights: CDMOs and health-related social needs (Englisch)

by Shigeru Aoyagi, Chief Portfolio Manager