2016 Multi-Asset Outlook

Nikko AM

Nikko AM

2015 was a forgettable year for investors. Returns across most major asset classes were flat, with the exception of a few significantly negative ones. These paltry returns were not a surprise — we had expected 2015 to be a rebalancing year as global markets came to terms with the destabilising influences of a strongly rising USD and falling oil price. The good news is this adjustment process has been swift. Overall, we are more positive on 2016 than 2015 given the pockets of value that have already emerged and the opportunity to allocate to attractively priced assets as the adjustment process continues. However, we expect increasing geopolitical instability, particularly in EMs. (VIEW LINK)


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...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.