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MARKET COMMENTARY
ASIA/JAPANMARKET COMMENTARY
20.07.2020

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

Economies around the world are now steadily reopening from what has been widely described as an “induced economic coma”. Their recoveries are underpinned by assertive monetary easing policies, including central bank balance sheet expansion and credit support, together with fiscal stimulus packages that have been inventive and unprecedented in scale. However, the optimistic and partly liquidity driven equity market narrative met some resistance in June, which brought with it a rise in volatility and a more circumspect tone. Japan’s broad market rebound effectively hit the ceiling in June as the TOPIX ended fractionally lower, losing 0.2% on the month.

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.ESG SUSTAINABLE / IMPACT INVESTMENTS
01.07.2020

Responsible Investment Report 2019

Responsible Investment is a core feature of NAM’s corporate strategy. This report includes a detailed account of our commitment to the TCFD (Task Force on Climate-related Financial Disclosures), focusing on our engagement and governance activities along with climate change related risks and opportunities. Impact investing is another important development in terms of our engagement activities. Through constructive discussions with portfolio companies we can help them to establish material ESG targets that may ultimately help to improve the investment's risk return profile. In this sense, we believe active portfolio management is synonymous with active ownership.

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ASIA/JAPANMARKET COMMENTARY
15.06.2020

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 COMMENTARY
19.05.2020

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 sometime 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 prospectus, the Key Investor Information Documents (KIIDs) and annual and semi-annual reports. The presented funds are each registered for distribution only in certain countries. They are not intended for distribution to or use by any person or entity in any jurisdiction or country in which such distribution or use would be contrary to law or regulation. The KIIDs are available in the official language of the countries in which the fund is registered for distribution. The prospectus is available in German or English, depending on the country in which the fund is launched. Performance in the past 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 from Nomura Asset Management Europe KVG mbH, Gräfstrasse 109, 60487 Frankfurt am Main. No guarantee for the provided information.

 

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