US economy contracts 0.3% as companies race to beat tariffs
Annualised 0.3% fall was largely attributed to companies building inventory ahead of the 2 April tariffs announcement
Nikko Asset Management
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Nikko AM appoints CIO to replace outgoing head
Mark Stoeckle is to take over from Hiroshi Yoh, who will leave after over two year at the firm to ‘pursue his personal ventures’
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Nikko Asset Management appoints Stefanie Drews as CEO
Kuniyuki Shudo joins as representative director and executive chair
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Nikko Asset Management and Tikehau Capital found joint private assets venture
Tikehau Amova Investment Management to launch in Singapore
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Japanese small caps: Too many cooks
Japan has twice as many listed companies as the world’s largest equity market, and the Tokyo Stock Exchange is determined to cull the dead wood
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Nikko Asset Management to rebrand as Amova
Firm will be known as Amova Asset Management from September 2025
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Beneath the bonnet: The case for Nubank, Aggregated Micropower and Booking Holdings
Three fund managers share stocks that are making a difference
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Lower US CPI inflation surprises in May
Reading comes ahead of Fed interest rate decision
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Will ‘value up’ governance reforms address the ‘Korea discount’?
Korea is following in Japan’s footsteps in implementing governance reform
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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Nikko AM’s Williams: What does the future look like for sustainable bonds?
The themes that will be ‘instrumental’ in driving sustainable fixed income flows this year