Nikko AM

Iain Fulton of Nikko AM shares his thoughts on inflation, picks and shovel types businesses, and why he likes local mining services play.

Nikko AM's Iain Fulton discusses the importance of earnings and highlights a troubled sector where tomorrow's leaders could come from.

The Nikko AM Global Share Fund is focused on finding tomorrow's leaders. Join us as we sit down with portfolio manager Iain Fulton.

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

Catastrophe tends to bring out the best and worst in humanity – we’ve certainly seen this in 2020 as pandemic lockdowns of various kinds were instigated around the...

In the last two videos Tasha Keeney, US-based analyst for thematic fundie ARK Invest, has shared fascinating insights on how Star Trek-like technologies like...

When Tesla was in the doldrums and much of the market threw in the towel on the company, Tasha Keeney of ARK Invest bet against the crowd and made the electric car...

Lower battery costs and autonomous technology should power aerial drones into a $455 billion market within 10 years, according to Tasha Keeney of ARK Invest. While...

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

A long anticipated royal commission, Commonwealth Bank of Australia (CBA) tripping over multiple banana skins and Australia and New Zealand Banking Group (ANZ)...

This year’s reporting season was brutal, with many market darlings confessing to their sins. Some 45% of ASX 200 companies beat their EPS estimates, while 33% missed,...