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ASIA/JAPAN MARKET COMMENTARY

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.

ESG SUSTAINABLE / IMPACT INVESTMENTS MARKET COMMENTARY

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.

MARKET COMMENTARY UNCONSTRAINED FIXED INCOME

Global Dynamic Bond Fund in 2020

Today, more than ever, fixed income portfolio managers need to demonstrate flexibility in their approaches to both seeking returns and hedging the all-too-apparent risks.

HIGH YIELD MARKET COMMENTARY

High Yield Update – July 2020

David Crall, CEO and CIO of our High Yield Investment boutique provides an update of the High Yield Market.

ASIA/JAPAN MARKET COMMENTARY

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.

MARKET COMMENTARY UNCONSTRAINED FIXED INCOME

Podcast: Fund Calibre ‘Investing on the Go’

In the following Fund Calibre podcast, Dickie Hodges, Manager of our Global Dynamic Bond Fund, provides an update on how the Fund has used its flexible approach to adapt to the current crisis.

ASIA/JAPAN MARKET COMMENTARY

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.

ESG SUSTAINABLE / IMPACT INVESTMENTS GLOBAL MARKET COMMENTARY

Global Sustainable Equity Fund Impact Report

We are pleased to publish our first dedicated Impact Report, which outlines the progress our Global Sustainable Equity Fund has been making through its investment and engagement with companies that we feel have the greatest total positive impact on society.

ASIA/JAPAN MARKET COMMENTARY

Asian Equity Market Outperformance is likely to continue

While Europe and the USA are suffering massively from the coronavirus crisis, many Asian countries are already further ahead in terms of the outbreak’s progression and their containment measures. We asked our Senior Investment Specialist Min Feng whether the Asian markets can continue to outperform over the next few months.

ASIA/JAPAN VIDEO

An Introduction to Nomura’s Japan High Conviction Strategy

Video with Peter Jenkins Investment Specialist Nomura Asset Management U.K. Ltd.

ASIA/JAPAN VIDEO

An Introduction to Nomura’s Asia High Conviction Fund

Video with Vipin Kapoor Lead Portfolio Manager for Nomura's Asia High Conviction Fund Nomura Asset Management Singapore Ltd.

ASIA/JAPAN VIDEO

Investing in India Equities with Nomura

Video with Vipul Metha Head of Investment Asia Pacific ex Japan Nomura Asset Management Singapore Ltd.

HIGH YIELD VIDEO

Investing in European High Yield

Video with Steven Rosenthal, CFA Portfolio Manager European High Yield Strategy Nomura Corporate Research and Asset Management Inc.

UNCONSTRAINED FIXED INCOME VIDEO

The hunt for yield

Video with Richard „Dickie“ Hodges Head of Unconstrained Fixed Income Nomura Asset Management U.K. Ltd.

ASIA/JAPAN MARKET COMMENTARY

Exploring Japanese Trends

Opportunities in aging societies: New technologies and new market leaders

HIGH YIELD VIDEO

An Introduction to High Yield

Video with Stephen Kotsen, CFA Managing Director and Portfolio Manager Nomura Corporate Research and Asset Management Inc.

ESG SUSTAINABLE / IMPACT INVESTMENTS VIDEO

Introducing our Global Sustainable Equity Strategy

Video with Alex Rowe, CFA, Lead Portfolio Manager and Tom Wildgoose, CFA, Co-Manager, Head of Equity Investment Nomura Asset Management U.K. Ltd.

GLOBAL WHITE PAPER

Nomura’s Global Equity Team on Capital Reinvestment

Published by Nomura Asset Management U.K. Ltd Tom Wildgoose, Ilan Chaitowitz and the Global Equity Team

GLOBAL WHITE PAPER

Nomura’s Global Equity Team Cash Return to Shareholders

Published by Nomura Asset Management U.K. Ltd Daisuke Urayama, Shasanka Pradhan and the Global Equity Team

GLOBAL WHITE PAPER

Nomura’s Global Equity Team on Skilled Management

Published by Nomura Asset Management U.K. Ltd Robert Dickinson, Javier Panizo and the Global Equity Team

GLOBAL WHITE PAPER

Nomura’s Global Equity Team on Competitive Advantage

Published by Nomura Asset Management U.K. Ltd Takeshi Kawamoto and the Global Equity Team