Nikko AM launches disruptive innovation fund
Ucits global equity fund launched with US-based Ark Investment Management to focus on next generation technologies
Nikko Am
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How to respond to the end of easy money
After a decade of ultra-low interest rates and loose monetary policy, the consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
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Turning politics into data
Nikko’s effort to integrate Eurasia Group’s political risk analysis into its investment strategy is about two years old. Robert Samson, Nikko’s senior portfolio manager for multi-asset investing, explains how it has been working.
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Large Remain bets wrong-footed bookies, and investors
Last week Expert Investor suggested that the bookmakers’ odds strongly favouring a British vote to stay in the EU were not as reliable as many fund managers thought. And right we were…
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Brexit betting odds: are they reliable?
Betting odds have emerged as a coveted predictor of the outcome of the UK’s EU referendum. But are they actually as reliable as some fund managers suggest? Nikko AM has its doubts.