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Here you can find insights, thought leadership and market commentaries, compiled by our global investment teams.

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November 2023

Introduction to Corporate Hybrid Bonds

Julian Marks, CFA, Head of Corporate Hybrid Bonds, provides an insightful overview to investing in Corporate Hybrid Bonds in the following video. He explains some of the key characteristics, how corporate hybrid bonds can benefit both issuers and investors as well as discussing the risk profile of this growing and underinvested asset class.

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ASIA/JAPANMARKET VIEW
May 2021

Resilience Under Pressure: Japanese Corporate Earnings in a Post-pandemic World

Yuichi Murao, CIO Equity, Nomura Asset Management Ltd. explains that after dissecting the corporate financial results of an extraordinary fiscal year for Japan’s equity market, our teams of 22 sector analysts and 38 Japan equity portfolio managers in Tokyo are preparing for the AGM season that kicks off in early June. With an approved list of more than 2000 Japanese equities, this is a period of intense scrutiny from our investment professionals into earnings guidance and corporate strategy.

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ASIA/JAPANMARKET VIEW
July 2020

Japan High Conviction in the Pandemic Era – Resilient, Responsible and Essential

Our recent commentaries on the Japan equity market have highlighted some of the investment themes that have shone during this crisis. This month, we will look at quality companies that are taking steps to emerge even stronger. One common characteristic seems to be that companies which have been well and responsibly managed in the past are likely to have retained or gained goodwill during the crisis. In a postpandemic era, we believe a shift to more responsible management with a degree of financial conservatism is likely to become an increasingly common theme.

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ASIA/JAPANMARKET VIEW
June 2020

Japan High Conviction in the Pandemic Era – Winners continue to reign

The case for investing in Japan has always relied on its many world-leading companies. In times of heightened uncertainty and acute economic stress, we believe quality companies that are adaptive, resilient and innovative will emerge even stronger. This pandemic will test their competitiveness, but those true winners will continue to reign. From a growth portfolio manager’s perspective, our objective is to identify these winners in the Japan equity market that are adapting and strengthening their businesses under challenging conditions.

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ASIA/JAPANMARKET VIEW
May 2020

Japan High Conviction in the Pandemic Era – When Quality Counts

The following report highlights how companies in our Japan High Conviction portfolio are adapting, and even thriving, during the current crisis. From cutting edge factory automation, medical equipment, online medical services, and specialised e-commerce companies that can benefit from the `Stay-at-Home` economy, to consumer staples sectors such as Asia`s leading producers of personal hygiene and baby care products, many stocks in the portfolio are thriving. Investors are likely to be attracted by their sometimes unique strengths in a challenging business environment.

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Full information on the presented funds, which is relevant for an investment decision, can be found in the fund´s most recent sales prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and annual and semi-annual reports. The UCITS KIIDs are available in English and, for the PRIIPs KIDs, in the official language of the countries in which the fund is registered for distribution. Past performance is no guarantee of future success. There can be no guarantee that the fund´s investment objective will actually be achieved. Further information about the funds can be obtained by emailing us [email protected]

A summary of investor rights in English and information on collective redress mechanisms are available at https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf . Nomura Asset Management U.K. Limited may at any time decide to terminate arrangements it may have made for the marketing of units of a fund in a member state other than its home member state.

 

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