Nikko Asset Management.

Expert Insights

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management looks for. Here he discusses two highly successful Australian growth stocks, and a global stock that is a household name, through this lens. He... Show More

Expert Insights

Great investment ideas can come from anywhere, including your everyday observations as a consumer. Will Low, Head of Global equities at Nikko Asset Management recounts a story of how his children helped him first identify an opportunity that has became a highly successful investment for his fund. Travel provides another... Show More

Expert Insights

Making accurate predictions is hard, especially about the future. Chris Rands, Portfolio Manager at Nikko Asset Management, says that he likes to focus on demographics when trying to forecast what people will be doing in the future. “When you try to forecast what somebody would be doing, their age is a... Show More

Expert Insights

Chris Rands, Portfolio Manager at Nikko Asset Management, believes that rates are unlikely to rise significantly from current levels. With debt at very high levels across the world, servicing that debt would raise major challenges, which could steady the hand of central bankers. “In Australia, it’s the household sector; in the... Show More

Expert Insights

Tesla shares have bounced back toward all-time highs to put them up 17-fold over eight years. While debate rages over the balance sheet and the delivery of the Model 3, Catherine Wood, CEO and CIO at ARK Investment Management (ARK), calls these a “this year issue”, and sees a significantly... Show More

Expert Insights

The ASX will make history in 2020 when it activates the first industrial scale blockchain in financial services. In this short video, Catherine Wood, CEO and CIO of ARK Investment Management (ARK), a New York-based investment manager with over $6 billion in assets, explains why this move has convinced them... Show More

Eng-Teck Tan

China might seem like an unlikely candidate for innovation as it is traditionally better known for contract or original equipment manufacturing. However, with its natural advantage of a vast talent pool, financing and market access, China has most of the ingredients needed to transform into the “Silicon Valley of the... Show More

Chris Rands

Over the past 15 years Australian house prices have been on an incredible run, resulting in Australian households becoming some of the most indebted in the world. So what is the economic cost of Australia’s sky high property prices and what could it mean for property prices in 2018? Show More