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.

Global Equity Quarterly (Q3 2022) (Englisch)

by Global Equity Team

Japan’s “show me the money” corporate governance: 3Q, another record high (Englisch)

by John Vail, Chief Global Strategist

A big comeback: Rising fortunes of Asia’s small caps (Englisch)

by Grace Yan, Portfolio Manager, Asian Equity

The case for China bonds (Englisch)

by Pritpal Lotay, ETF Specialist EMEA