Nikko AM News

2016

Date Title Summary
10 October Nikko-AM wins Aussie equity mandate TWUSUPER has awarded Nikko-AM a mandate in their long running Australian Equities Comparative Value Analysis strategy.
20 September Nikko Asset Management launches Japan Share Concentrated Fund As part of a continuing strategy to expand its range of offerings in the Australian market, Nikko Asset Management has launched the Nikko AM Japan Share Concentrated Fund. The Fund aims to achieve capital growth over the long term and will provide investors with exposure to an actively managed and relatively concentrated portfolio of specifically selected Japanese equities.
5 July Nikko Asset Management Australia Announces New Sales Hire and Reinvigorated Retail Offering With a new senior sales team hire, the reduction of the management fee on the Nikko AM-Tyndall Australian Share Income Fund and the lowering of the minimum initial investment on its flagship funds, Nikko Asset Management Australia continues to focus on building its distribution network and enhancing its offering in the retail space.
30 June Nikko Asset Management’s Economic Forecast Moderately Shifts Down Following BREXIT Despite the UK’s decision to leave the European Union, the Global Investment Committee has noted that it does not think economies or risk markets will crash, but added that it is hard to be enthusiastic about the prospects for the post-Brexit world over the next few quarters. The investment committee has forecasted that global equities will decline a bit further and has initiated an overall underweight stance, regionally overweighting Japanese and US equities. Due to the committee’s expectation that global bond yields will decline moderately, it will overweight global bonds and USD cash for USD-based clients. For Yen-based clients, the committee emphasised fixed income investments as well.
16 May Nikko Asset Management Appoints Yuichi Alex Takayama as Global Head of Sales Nikko Asset Management has appointed Yuichi Alex Takayama as Global Head of Sales (International Business), the Tokyo-headquartered asset manager announced today. Concurrently serving as Head of International Business Development and Sales Planning Division, he will collaborate closely with overseas unit heads and senior sales managers in formulating the company’s international sales strategies.
11 May Nikko Asset Management to List Japanese Equity ETF Invested in Firms Engaged in Physical and Human Capital Investment Nikko Asset Management is launching an ETF that tracks a Japanese equity index consisting of firms that take proactive and efficient measures with their investment in capital expenditure and human capital. The ETF will be launched on May 24 and listed on the Tokyo Stock Exchange on May 25.
29 March Nikko Asset Management Australia Awarded Japanese Fixed Income Mandate Nikko Asset Management Australia’s fixed income team has secured its first Japanese institutional mandate, which is effective this month. This new partnership is in line with the company’s strategy of expanding its core Australian capabilities and its expertise in managing insurance assets to the global market.
1 March Nikko Asset Management Appoints Mark de Vries as Chief Risk Management Officer Nikko Asset Management has appointed Mark de Vries as Chief Risk Management Officer with responsibility for the governance of risk and related opportunities, encompassing Investment Risk Management and Enterprise Risk Management, the Tokyo-headquartered asset manager announced today.
15 February Nikko Asset Management Bolsters its Leadership Across Europe, the Middle East, and Africa Nikko Asset Management has appointed Udo von Werne as Chief Executive Officer (CEO) of Nikko Asset Management Europe, encompassing Europe, the Middle East, and Africa (EMEA), the company announced today.
3 February 2016 Macroeconomic Outlook The major theme influencing fixed income and currency markets in 2015 was monetary policy divergence and we expect this to continue. With other central banks still in an easing cycle, we are sceptical as to whether the Fed will be able to maintain its expected pace of rate hikes in 2016.
3 February 2016 Fixed Income Outlook For 2016, we expect bond yields to be range-bound, but envisage opportunities in selected semi-government issuers. We are still concerned that investment-grade credit spreads may yet widen. As a result, we are avoiding the higher price volatility of longer maturity credit.
3 February 2016 Australian Equity Market Outlook The Australian share market looks 20% undervalued on a price/book basis and value is opening up across a number of sectors and stocks - notwithstanding concerns around global growth, Chinese growth and the oil price.
3 February 2016 Multi-Asset Outlook 2015 was a forgettable year for investors. 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.

2015 Archive

Date Title Summary
11 December Nikko Asset Management’s Australian Share Concentrated Portfolio now available on HUB24 The Nikko AM-Tyndall Australian Share Concentrated Portfolio is now available on the HUB24 platform for both HUB24 Invest and HUB24 Super as a managed portfolio.
9 November Nikko Asset Management Promotes New Zealand Head to Take on Global Role Aiming to strengthen its product and services, Nikko Asset Management has promoted Peter Lynn to a newly formed global role in a move that will allow the firm to leverage its significant international resources in meeting the varied needs of investors, the Tokyo-based asset manager announced today.
15 October Nikko AM Australia further builds out distribution team with appointment of two Regional Sales Managers As Nikko Asset Management Australia continues to build its distribution network and bring new strategies to market, the company announced today that it has hired Lia Gunawan and Simon Green as Regional Sales Managers for New South Wales and Queensland.
1 October Nikko Asset Management’s New House View on Global Equities Moves to Neutral An overweight stance on global equities that was largely in place since September 2011 has been reduced to neutral by Nikko Asset Management’s Global Investment Committee (GIC) as the committee members were less optimistic about the outlook of corporate earnings and share prices in the United States, according to the company’s latest house view. The GIC noted that it has pushed back its forecasted timing of the U.S. Federal Reserve’s credit tightening to October from September.
24 September Nikko Asset Management NZ appoints George Carter as MD; Peter Lynn takes on global role Nikko Asset Management New Zealand has appointed George Carter as Managing Director, the company announced today. He will replace Peter Lynn who is taking up a newly formed global role within the company. Carter will join Nikko Asset Management New Zealand in November, bringing with him 15 years of experience in the financial services industry.
14 September Wang not troubled by threat of deflation The Australian Financial Review, 14 September 2015. For many investors, the market carnage during the "Black Monday" of August 24 – when a fierce sell-off in China's markets reverberated around the world – revived memories of the onset of the global financial crisis, or the Asian crisis, such was the magnitude of losses. But for Yu-Ming Wang, who is Nikko Asset Management's global head of investments, the 1870s is a more appropriate reference point when it comes to figuring out what is going on in China’s economy and what comes next.
2 September Nikko AM Australia continues positive momentum with appointment of new institutional business head Nikko Asset Management Australia continues the momentum of its business with the appointment of Eddy Schipper as head of institutional business. The newly created role will report to Managing Director, Sam Hallinan.
31 July Nikko Asset Management Deepens Coverage in Asia with Promotion of Seasoned Executives Deepening its commitment to the fast-growing Asian markets, Nikko Asset Management has promoted seasoned executives in Singapore and Hong Kong to lead client development and further strengthen its institutional and intermediary businesses throughout Asia.
29 July Live Interview - Switzer on Sky Buisness Global Rates & Currencies Strategist, Roger Bridges discusses with Peter Switzer on Sky Business the outlook for the Australian dollar following its recent slide and the four major factors affecting it. He also gives his views on the RBA and whether further rate cuts are on the cards. In addition, he looks at how the US dollar is affecting the US economy and the fact that he believes the US Federal Reserve will be a cautious rate riser.
27 July Nikko Asset Management Strengthens U.S. Operation by Appointing New Leadership As investors in the Americas look to capitalise on investment opportunities around the globe, Nikko Asset Management is bolstering its business development capability in the United States. The Tokyo-based firm has promoted Fred DeSerio to serve as senior managing director, head of sales and co-head of the business for the Americas.
24 July Nikko Asset Management Expands UCITS Range Investors’ strong appetite for gaining exposure to specialist investment strategies is driving Nikko Asset Management to expand its range of UCITS (Undertakings for Collective Investment in Transferable Securities) funds.
16 July Nikko AM Australia appoints Naomi Finnigan as Head of Private Wealth Naomi Finnigan is joining Nikko Asset Management Australia as Head of Private Wealth, as the firm continues to build its reputation as a customised investment solutions provider for the private wealth market.
15 July Nikko Asset Management Australia meets Australian investor demand with offer of Global Share Fund Australian investors' increasing appetite for international equities has led Nikko Asset Management Australia to offer the Nikko AM Global Share Fund, the company announced today. According to Rainmaker Information, Australians’ allocation to international equities increased by 16.8% over the year to 31 March 2015. (Rainmaker Roundup, March Quarter 2015)
30 June Retain Global Equities Overweight Despite Fed Hikes Ahead: Nikko Asset Management's Updated House View The G3 economies are expected to remain strong thanks to U.S.-led growth which has prompted Nikko Asset Management to maintain its long-held overweight stance on global equities, according to the Tokyo-based asset manager’s Global Investment Committee (GIC). The committee noted that the U.S. Federal Reserve is likely to tighten its monetary policy more aggressively than the GIC had originally expected.
31 March Overweight Stance on Global Equities Intact: Nikko Asset Management’s New House View Shows Nikko Asset Management’s GIC met on March 24th for its quarterly review of global economic conditions. Based on the findings of its senior investment professionals around the world, the company periodically reconsiders house views on the major global markets and asset classes.
31 March Eurasia Group, Nikko Asset Management Pair Strengths in Emerging Markets Investment At a time of heightened global political risk, Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group's proprietary geopolitical risk indicators within Nikko’s multi-asset investment management process. The partnership will offer global investors a risk-controlled means of getting exposure to emerging markets.
5 March Sam Hallinan Joins Nikko Asset Management as Managing Director for Australia Sam Hallinan will take up the Managing Director position at Nikko Asset Management, Australia as of April 1st 2015, the company announced today. Hallinan most recently was General Manager of Investment Management at NAB Asset Management and Managing Director of Antares Capital Partners Limited, which is affiliated with NAB Asset Management.
11 February Nikko Asset Management expands Australia offering with Absolute Return Fund Expanding its institutional investor offering to the Australian market, Nikko Asset Management, Asia’s premier global asset manager, has launched the Nikko AM Absolute Return Fund (the Fund), the company announced today
9 February Nikko AM Australia appoints Robert Bluzmanis as Head of Wholesale Accounts Nikko Asset Management Australia today announced the appointment of Rob Bluzmanis as Head of Wholesale Accounts. With over 14 years’ industry experience, most recently as Director- Head of National Key Accounts with Blackrock Investment Management, Mr Bluzmanis will oversee Nikko Asset Management’s relationships with financial institutions.
29 January Clark says he sees 2015 as a rebalancing year - Live interview by Sky Business News Al Clark, Global Head of Multi-Asset gives his views on the market and countries that will re-establish an equilibrium in 2015 and accommodate a stronger USD and lower oil price. Clark nominates Japan as the number one equity market. He talks about US earnings and the fact that he can't see any value in European equities currently. He also warns that bonds investors should be careful.
21 January Naoki Kamiyama Hired as Chief Strategist of Nikko Asset Management Naoki Kamiyama has been appointed as Chief Strategist of Nikko Asset Management, joining the company today, the Tokyo-based asset manager announced. Kamiyama will deliver his strategic insights and solutions in a wide range of asset classes to institutional and retail clients. He will also sit as a member of the company’s Global Investment Committee.

2014 Archive

Date Title Summary
17 December Nikko Asset Management Keeps Moderately Overweight Position on Global Equities Developed economies are set to grow at a modest pace backed by healthy economic growth in G31 economies, while receiving support from lower energy prices, according to Nikko Asset Management’s Global Investment Committee (GIC), which is maintaining a moderately overweight position on global equities.
8 December Rate cuts down under? At Nikko Asset Management, our expectations have been that the Reserve Bank of Australia (RBA) would leave the official cash rate at 2.50% for 2014 and well into 2015. We believed that cash rate rises were unlikely before the US Federal Reserve had started its tightening cycle and the end of the mining boom headwind, which is expected to be most vicious in 2015, was behind us.
1 December China and India Equities Leading in Asia, says Nikko AM While Asia continues its long-term strong outperformance over other emerging markets stocks, 2014 has also seen it outperform most other developed markets (including Australia). Nikko Asset Management’s New Asia Fund (the Fund) has overweight positions in both China and India as a period of sustained regional stability and reform looks set to continue.
26 November Russia and China: Short-term friends, not necessarily long-term allies When considering the relationship between China and Russia, one might think that they are natural allies against the West. They have signed two large gas deals recently and, on entering office, Chinese Premier Xi Jinping chose Moscow as his first foreign capital visit in what was seen as a symbolic move to build closer ties with Russia. In addition, China has not followed the US and other Western nations in condemning Russia’s interference in Ukraine.
19 November Australian services sectors will benefit most from China-Australia FTA Following over 10 years of negotiations, the Australian and Chinese governments have announced a landmark China-Australia Free Trade Agreement (ChAFTA) to be finalised in 2015. The Australian government declared that it would enhance the country's "competitive position in key areas such as agriculture, resources and energy, manufacturing exports, services and investment."
17 November The land of growth – and yield AFR, Monday 17 November 2014.
Investment: It’s time to look again at Asian equities, says Nikko AM’s Peter Sartori.
11 November Nikko Asset Management Adds Three Executives to Deepen Global Institutional Market Coverage Increasing its penetration into the global institutional investment market, Nikko Asset Management has appointed three seasoned executives to lead, respectively, client development in the Middle East, Africa and Asia, consultant relations on a global basis and sales in North Asia.
6 November Non-economic Factors Driving Recent Market Movements The recent turbulence in markets is resulting from several non-economic factors, such as the Ebola outbreak, sanctions imposed on Russia related to the ongoing turmoil in Ukraine, and plummeting oil prices as Saudi Arabia maintains its high oil production, according to new research by Nikko Asset Management. The Tokyo-based firm nevertheless expects risk markets to withstand the events and continue their upward march.
10 October Nikko Asset Management Adds Senior Management Roles in Global Investment Team Nikko Asset Management investment professionals are taking on expanded roles to bolster the global management capability of the company’s investment team. Roger Bridges, based in Sydney, has been named Global Rates and Currencies Strategist; Andre Severino, (London) has been named Head of Fixed Income for the U.S. and Europe, and John Vail, currently Chief Global Strategist, will be leading the company’s global investment committee process and thought leadership effort.
8 October Nikko Asset Management Heightens Overweight Stance on Global Equities A largely positive global macroeconomic scenario reinforced by the U.S. Federal Reserve’s accommodative monetary policy is expected to buoy global equity prices, which prompted Nikko Asset Management to heighten its overweight position on global equities, according to the Tokyo-based asset manager’s Global Investment Committee.
15 September Nikko Asset head says true test of QE yet tocome AFR, Monday 15 November 2014.
Nikko Asset Management’s most senior global fund manager says the real test of the success of unconventional monetary policy that has propelled the bull market is still ahead, just as the United States Federal Reserve prepares to end its massive bond purchasing program.
15 September Nikko Asset Management to Unveil Global Strategies in Australia and New Zealand Aligning "Tyndall" names to the Nikko Asset Management brand. Australian and New Zealand investors’ sizable allocations to global assets is leading Nikko Asset Management to make a major global product push into these markets, the company announced today. The Tokyo-based asset manager is also aligning the current Tyndall brand names in both Australia and New Zealand with the firm’s global name, Nikko Asset Management.
19 August Nikko Asset Management Unveils Global Multi-Asset Capability, Integrates Experience and Assets in Asia Global investors’ increasing demand for multi-asset investment strategies is driving Nikko Asset Management, a related company to Tyndall Investment Management Limited, to form a specialist portfolio management team in Singapore, the company announced today. The team, which currently oversees $24 billion of assets for institutional and intermediary clients, will be launching multi-asset products as well as integrated solutions for clients around the world.
5 August Nikko Asset Management Adds Global Equity Capability to Investment Suite The addition of a highly experienced global active equity capability is Nikko Asset Management's latest move in fortifying its investment offering to clients, the company announced today. The Tokyo-based firm has brought in a team of six portfolio managers, led by William Low, who previously managed the high-alpha equity team at Scottish Widows Investment Partnership (now owned by Aberdeen Asset Management).
28 July Nikko Asset Management Makes Senior Executive Hire in Institutional Business Stefanie Drews is joining Nikko Asset Management as Global Head of Institutional Marketing and Proposition, as the Tokyo-based firm continues to invest in its institutional platform and solutions business globally, the company announced today. Drews was most recently Global Head of Key Clients and Family Offices at Barclays Wealth and Investment Management in London. She will be relocating to Tokyo later in 2014 to assume her new role.
3 July Nikko AM to launch Singapore’s first Chinese onshore bond fund Singapore’s first Chinese onshore bond fund 1 is being launched by Nikko Asset Management Asia Limited (Nikko AM Asia) in partnership with the Bank of China and DBS Bank, following Nikko AM’s one-billion Renminbi quota award for the fund as a Renminbi Qualified Foreign Institutional Investor (RQFII), the company announced today. The fund is expected to launch in Singapore in mid-July.
2 July Nikko Asset Management Restores Overweight Position on Global Equities Global equities are set to move moderately higher on the back of economic growth in the G-3 (the U.S., European Union and Japan) and thanks to the U.S. Federal Reserve’s continued accommodative monetary policy, according to Nikko Asset Management, a related entity of Tyndall Investment Management Limited (Tyndall AM), prompting the firm to move to a moderately overweight stance on global equities.
1 July Nikko Asset Management Announces Policy Regarding Japan’s Stewardship Code Nikko Asset Management Co., Ltd. (Nikko Asset Management) announces its adoption of the "Principles for Responsible Institutional Investors" (also known as Japan’s Stewardship Code), and its formulation of "Nikko Asset Management's Policy Regarding the Stewardship Code" in relation to its investments in publicly traded Japanese stocks.
30 May BOJ’s Cure for the Summertime Blues: More Easing The Bank of Japan will likely be forced to amplify its monetary easing program in July or August in response to dimming prospects for GDP growth in the country, according to Nikko Asset Management’s latest Evolving Markets research report.
14 May Budget shouldn't lead to rate cuts but may keep RBA on hold for longer Roger Bridges, Head of Fixed Income Strategy discusses the May 2014 Budget. Joe Hockey last night asked Australians to "contribute to the nation" in a budget that included cuts to education spending and complete deregulation of university fees, a fee increase for GP visits, cuts to hospital funding, and resumption of the indexation of fuel excise.
7 May Risk Factors Prompting Nikko Asset Management to Cut Equity Exposure Worsening The volatile geopolitical situation in Eastern Ukraine and the prospect for prolonged negative news out of China continue to weigh on Nikko Asset Management’s stance on global equities, which the Tokyo-based asset manager cut to neutral from overweight last month. In its latest research report, Evolving Markets, the firm’s analysts provide detailed analysis of these risk factors as well as an overview of the most (and least) attractive emerging markets.
24 April AsianInvestor Recognizes Nikko Asset Management with Two Awards Nikko Asset Management has been recognized for excellence in two categories in AsianInvestor's Investment Performance Awards 2014: Japan Fund House of the Year and Offshore/CNH Bonds. This is the fourth consecutive year for Nikko Asset Management to be named Japan Fund House of the year, and the first time it has been recognized in the Offshore/CNH Bonds category.
7 April Nikko AM Confirms Neutral Position on Global Equities An overweight stance on global equities that lasted for over two-and-a-half years has been cut to neutral by Nikko Asset Management’s Global Investment Committee (GIC), the company announced today.
19 March Bob Van Munster to retire, Brad Potter becomes Tyndall AM’s head of Australian equities After almost 40 years in the industry, veteran Bob Van Munster has decided to retire as Tyndall AM’s head of Australian equities in September 2014. Brad Potter has been appointed as the new head of Australian equities effective from 1 June 2014, with Mr Van Munster remaining in the business for a further three months.
17 March Nikko AM Appoints Global Head of Multi-Asset Al Clark has joined Nikko Asset Management’s Australian subsidiary, Tyndall Investment Management Limited, in the newly created role of Global Head of Multi-Asset. Based in Sydney, Clark will be responsible for driving the growth of the multi-asset business for Nikko AM globally.
3 February Tyndall AM further refines fixed income team structure Meets local market needs with global innovation. Tyndall Investment Management (Tyndall AM), a Nikko AM company, has formalised its team management and strategic functions to provide further depth and breadth to its fixed income capabilities
3 February QE quashed this year? While investors all expect the Fed to taper its bond buying program, Tyndall's Roger Bridges expects the easing to be much faster than expected.(AFR TV Video: 2.57min)
31 January Impact of Recent Emerging Market Turbulence On Global Outlook On Friday 24 January, the currencies of Argentina, Turkey, Brazil, South Africa, India and Russia all slumped in value following the flash print of the HSBC Chinese manufacturing index, which pointed to the first contraction in the sector in six months. This triggered a sell-off in riskier assets globally and saw the Australian dollar, which is seen by some as a proxy for global risk appetite, fall to a 3.5 year low against the US dollar.
30 January Chinese shadow banking concerns expand The impact of bad debts in China’s shadow banking system is likely more important to the global economy than Fed policy, latest research from Nikko Asset Management (Nikko AM), a related entity of Tyndall Investment Management Limited (Tyndall AM) shows. Unfortunately, due to a lack of transparency and the extremely complicated system, even well-informed global investors cannot grasp the true nature of China’s financial difficulties.
28 January Nikko Asset Management Adds Senior Product and Sales Professionals Nikko Asset Management (Nikko AM) is adding three senior executives in its product and sales functions, as well as naming a Global Head of Investment, as it bolsters its global management structure, the Tokyo-based asset manager announced today.
10 January David Semaya Appointed Chairman of Nikko Asset Management David Semaya has been appointed as Chairman of Nikko Asset Management (Nikko AM), the Tokyo-based asset manager announced today (Tyndall Investment Management Limited is an affiliate of Nikko AM). Semaya will join the company as Non-Executive Chairman effective April 1st, 2014, and is expected to become Executive Chairman on September 1st, 2014.

2013 Archive

Date Title Summary
18 December Fed Taper Won't Affect Global Recovery Our parent company Nikko AM recently held its final Global Investment Committee (GIC) meeting of the year to discuss the outlook for the first half of 2014. The GIC concluded that Fed tapering won’t affect the global recovery and that global equities have more room to appreciate given the positive global economic backdrop. The article also looks at the prospects for Australian fixed income and equities based on the GIC’s outlook.
18 December US Fed to scale back stimulus by USD 10 billion a month Today the US Federal Reserve (Fed) announced that it will scale back its stimulus programme by USD 10 billion a month. For over a year, it has been buying USD 85 billion dollars in bonds every month to try and boost the US economy and bring down long-term interest rates. The fact that the Fed has decided it is time to start tapering those purchases is a sign of its growing confidence in the nation’s economic recovery. Tyndall AM’s Head of Fixed Income, Roger Bridges discusses today’s announcement and gives his view on how it affects the outlook for US and Australian bonds.
5 December New appointment at Tyndall AM boosts investment risk management Mr Chris Collins has joined Tyndall AM as investment risk manager. Mr Collins brings more than eight years experience in risk management roles, most recently with JP Morgan where he was a market risk analyst with responsibility for the reporting of market risk exposure for the Asia equity derivatives business and for reviewing the daily VaR and risk scenario movements.
29 November Nikko AM: Japan corporate profitability reaches new historical high Profit margins at Japanese companies have improved dramatically and are expected to show further improvements in the coming quarters, new research from Nikko Asset Management, a related company to Tyndall Investment Management Limited (Tyndall AM), shows. Recurring pre-tax profit margins have been steadily expanding since 2003, when structural reforms first started to bear fruit in Japan’s major industries.
18 November Japan’s GDP understated as a result of declining inventories Japan’s GDP has been greatly understated because companies and distributors are not replenishing their inventories, according to John F. Vail, Chief Global Strategist at Nikko Asset Management, a related entity of Tyndall Investment Management Limited (Tyndall AM).
11 November Nikko AM: Japan household financial net worth at record high, result of the 'Abenomics Wealth Effect' The latest research from Nikko Asset Management (Nikko AM), a related company to Tyndall Investment Management Limited (Tyndall AM) shows that Abenomics is exceeding its targets and consensus expectations on the road to reform. Prime Minister Shinzo Abe's 'Three Arrows' policy, dubbed by Nikko AM as 'Super-Abenomics', is providing a clear boost to Japan's household finances.
7 November Look beyond dividend yields for income producing equities At a time of record-low interest rates, chasing high-yield stocks has almost become a national pastime for income hungry investors, with the Australian share market providing attractive dividend yields and concentration of high-yielding sectors.
5 November Tyndall AM and Ignis enter strategic alliance Tyndall Investment Management Limited (Tyndall AM) and UK-based Ignis Asset Management (Ignis) have announced a strategic alliance in Australia. Under the terms of the agreement, Ignis will sub-advise new absolute return debt product and liability management strategies exclusively with Tyndall AM into the institutional market in Australia.
30 October New head of legal at Tyndall AM Tyndall AM has appointed Kristy Do as head of legal, reporting to managing director Mike Davis.
18 October Nikko AM Acquires Treasury Asia Asset Management Nikko Asset Management (Nikko AM), a related company to Tyndall Investment Management Limited (Tyndall AM) has acquired the Asia-Pacific investment manager Treasury Asia Asset Management Limited (TAAM), the company announced today. TAAM’s Singapore and Sydney-based team of eight highly experienced and successful investment professionals significantly enhances Nikko AM’s ability to provide institutional-quality Asian equity products to its clients and prospects in markets worldwide.
17 October Nikko AM Acquires Treasury Asia Asset Management Nikko Asset Management (Nikko AM), a related company to Tyndall Investment Management Limited (Tyndall AM) has acquired the Asia-Pacific investment manager Treasury Asia Asset Management Limited (TAAM), the company announced today. TAAM’s Singapore and Sydney-based team of eight highly experienced and successful investment professionals significantly enhances Nikko AM’s ability to provide institutional-quality Asian equity products to its clients and prospects in markets worldwide.
2 October Tyndall AM appoints COO Paddy Subbaraman has joined Tyndall AM as chief operating officer.
24 September Tyndall AM appoints head of risk & compliance James Wincott has joined Tyndall AM as head of risk & compliance, reporting to Mike Davis, managing director of Tyndall AM.
13 September Asgard adds Tyndall fund to platform Following its inclusion on Colonial First State’s FirstWrap platform, the Tyndall Australian Share Concentrated Fund has also been added to Asgard eWrap.
10 September Market Minutes: US jobs, election Shortly before the September election, AFR Markets reporter Bianca Hartge-Hazelman spoke with Roger Bridges, Head of Fixed Income at Tyndall AM about what an Abbott victory might mean for interest rate forecasts. Viewing time: 2:44 mins.
2 September Tyndall concentrated fund added to CFS platform Colonial First State has added Tyndall AM’s Tyndall Australian Share Concentrated Fund to its FirstWrap platform, demonstrating the strong ongoing adviser and investor demand for high quality, total return equities strategies.
26 August Nikko AM Appoints Head of Group Marketing and Communications Nikko Asset Management Co., Ltd (Nikko AM), the parent company of Tyndall Investment Management Limited (Tyndall AM) plans to appoint David A. Collins to the newly created role of Head of Group Marketing and Communications*, the company announced today. Based in Tokyo, Mr. Collins will be responsible for all group marketing and communications activities for the firm worldwide.
30 July Nikko AM continues its Asian growth strategy, bolsters investment and risk team Tyndall Investment Management Limited’s (Tyndall AM) owner, Nikko Asset Management Co., Ltd (Nikko AM), has made several strategic hires across the group as part of its ongoing Asian growth strategy.
26 July Equity Income Round Table BBR Media host a weekly Friday Round Table to summarise a market wrap. Malcolm Whitten, Portfolio Manager, Australian Equities appeared on their roundtable to give his views on Equity Income. Please note viewing time is 30 minutes.
23 July ‘Super-Abenomics’ from Japan’s Election Result The outcome of Japan’s election on Sunday 21 July 2013, which has seen prime minister Shinzo Abe win control of the powerful upper house, will allow a ‘Super-Abenomics’ strategy to be implemented, with the potential to take investors by surprise, says John Vail, Chief Global Strategist at Nikko AM
22 July ‘Super-Abenomics’ from Japan’s Election Result The outcome of Japan’s election on Sunday 21 July 2013, which has seen prime minister Shinzo Abe win control of the powerful upper house, will allow a ‘Super-Abenomics’ strategy to be implemented, with the potential to take investors by surprise, says John Vail, chief global strategist at Nikko AM.
1 July Tyndall AM launches income fund for low tax rate investors Following the launch of its Tyndall Australian Share Concentrated Fund to the retail market, Tyndall AM has introduced a new institutional version of the fund that may be suitable for investors on zero or low tax rates, such as charities, endowment funds and superannuation funds.
24 June Your Money, Your Call: Bonds vs Equities Sky Business News 'Your Money, Your Call' brings together a panel of experts to answer investment questions from the general public. Roger Bridges, Head of Fixed Income appeared on the segment Bonds vs Equities to give his outlook on the bond market. Please note viewing time is 1 hour.
12 June Tyndall appoints new deputy head of fixed income Tyndall AM has further strengthened its already significant fixed income team with the appointment of James Alexander to the newly created role of deputy head of fixed income.
6 June Nikko Asset Management to separate the roles of Chairman and Chief Executive and appoints Takumi Shibata as Chairman Nikko Asset Management Co., Ltd (“Nikko AM”), the Tokyo-based parent company of Tyndall Investment Management Limited (Tyndall AM) has announced that it will nominate Takumi Shibata as its candidate to be Director and Chairman at the annual shareholders’ meeting (AGM) on June 28, 2013. Upon approval, his appointment will take effect on July 1, 2013. Charles Beazley will remain President and CEO and continues to be responsible for the day to day management of the business.
28 May Japan is still the land of the rising stock market The big unanswered question around the Japanese government's daring program of quantitative easing is: Will it revive a sleeping economic giant, or crush it? If the share market is any guide, investors are loving it, and one of those investors is Charles Beazley, the Chief Executive of Nikko AM.
24 May New appointments at Tyndall AM Tyndall AM has made two appointments to further enhance the quality and breadth of its compliance, operations and services it provides to clients and investors..
16 May Tyndall AM to open concentrated fund for retail investors Tyndall AM is to open its successful Tyndall Australian Share Concentrated Fund to the retail market.
9 April Strong AUD could create problems with inflation The strength of the Australian dollar is likely to continue in the short to medium term, with significant implications for the Reserve Bank of Australia’s (RBA) monetary policy and its ability to manage inflation in the longer term, says Roger Bridges, head of fixed income at Tyndall AM.
14 March Understand bank capital structure to help manage risk Recent events have emphasised the need to understand the capital structure of banks in order to manage risk, warns John Sorrell of Tyndall AM.
30 January Fears of a bond bubble are overblown Some investors are beginning to question whether there is currently an asset price bubble in the Australian and global bond markets.
24 January Fears of a bond bubble overblown Investors should not be worried about a bubble in the bond market, as the current high prices and low yields in bonds are not driven by the same factors as a classic bubble, says Roger Bridges, head of fixed income at Tyndall AM.
14 January Focus on dividend yield to continue in 2013 Dividend yields will continue to be a major theme in 2013, but investors need to understand that there is more to achieving good returns than simply chasing high-yielding companies, says Bob Van Munster, head of Australian equities at Tyndall AM.
13 January Focus on dividend yield to continue in 2013 Dividend yields will continue to be a major theme in 2013, but investors need to understand that there is more to achieving good returns than simply chasing high-yielding companies, says Bob Van Munster, head of Australian equities at Tyndall AM.

2012 Archive

Date Title Summary
4 December Nikko AM continues expansion with appointment of International and Japan CIO Nikko Asset Management Co., Ltd (“Nikko AM”) today announced the appointment of Yu-Ming Wang as International Chief Investment Officer, overseeing the global investment teams outside of Japan. Hiroki Tsujimura, currently Head of Active Investments at Nikko AM, has been promoted to Chief Investment Officer – Japan. Both appointments will be effective from January 7th, 2013.
4 December Tyndall AM finalises management team Following a number of recent appointments and the development of a new support structure, Tyndall AM has finalised its senior management team with the appointment of Linda Garry as senior manager, marketing & communications.
10 October China to slow but Australia still well-positioned Economies around the world, and in particular Australia, must adapt to more moderate China growth in the future, according to John Vail, head of global strategy at Nikko AM.
7 October Sustainability outshines high dividends anytime Malcolm Whitten, Australian Equities Portfolio Manager. Ongoing market and economic uncertainty has prompted a flight by investors to domestic, defensive higher-dividend yielding stocks recently. In times of economic uncertainty, investors prefer the near-term certainty of income over the uncertainty of long-dated capital gains.
1 October Demand for yield Warwick Cumming, Deputy Head of Australian Equities discusses how the demand for yield has been the major driver of global financial markets in recent years.
27 September Tyndall creates investment specialist role Tyndall AM continues to strengthen its investment teams with the creation of the role of senior investment specialist – fixed income & alternatives, appointing Vincent Lo Blanco to a new senior role within the firm.
19 September Product team appointments at Tyndall Following the creation of its new sales and marketing division to expand its product range and take full advantage of emerging opportunities, Tyndall AM has appointed two new managers to its product development team.
3 August Tyndall appoints Head of Operations Tyndall AM has appointed Matthew McShane to the newly-created position of head of operations, responsible for investment operations, IT, office management, performance analysis, registry, custody, vendor and relationship management.
24 July Tyndall AM focuses distribution and product development on changing needs As part of its focus on expanding its investment product range as well as taking advantage of emerging opportunities in institutional, intermediary and Asian markets, Tyndall AM has restructured its distribution and product capabilities.
17 April Future direction of the Australian bond market In a recent article, Bloomberg journalists compared the views of Tyndall AM with rival fixed interest manager, PIMCO. Noting that the Tyndall Australian Bond Fund has beaten four-fifths of its competitors this year, the article examines the differing views on the future direction of the Australian bond market of Tyndall's head of fixed income, Roger Bridges and PIMCO's head of portfolio management, Robert Mead.
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