2016 - More adjustment and rebalancing ahead (video)
Al Clark, Nikko Asset Management's Global Head of Multi-Asset discusses why he sees further rebalancing ahead in 2016. He explores what he calls ‘the Equity Paradox’ – despite earnings growth being poor, equities keep pushing higher on the back of central bank policy. In addition, he covers the increasing importance of geopolitics on markets and why he believes monetary policy is reaching its limit and fiscal reform needs to take over. (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies.
In April 2021, Yarra Capital Management acquired Nikko Asset Management’s Australian business and assumed responsibility for the distribution of Nikko Asset Management’s funds in the Australian market.
4 topics
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Comments
Comments
Sign In or Join Free to comment