Podcasts & Videos

Categories:   Events & Updates | Australian Equities | Fixed Income | Global Equities | Asian Equities | Multi-Asset | Japan

Updates

Quarterly Fund Update
Q4 2016

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Watch and discover our portfolio managers’ insights on Q4 2016 performance and portfolio positioning in the following videos (Approx 3 minutes listening time).

Jason Kim, Australian Equity - Thought Leaders Series: Part 2

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Watch Jason Kim, Portfolio Manager & Senior Analyst discuss the role of emotions in investing and strategies for investors to consider during low return markets.

Jason Kim, Australian Equity - Thought Leaders Series: Part 1

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Watch Jason Kim, Portfolio Manager & Senior Analyst discuss the role of value in investing and how being patient and staying the course can help to realise value.

William Low, Global Equity - Thought Leaders Series: Part 2

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Watch William Low, Head of Global Equities discuss how investment opportunities can spring from unexpected places and how a pragmatic approach can be applied across all areas of life.


Events

Foreword Australia 2016

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Investing in the face of global uncertainty was the focus of the 2016 Foreword Australia Forum and the need to look forward rather than back for clarity of direction. Topics covered political volatility in Europe and the US; the causes and implications of low interest rates globally; how the search for yields is affecting asset allocation decisions and global investment flows; and unusual paths to growth.

Reporting Season - August 2016

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Brad Potter, Jason Kim & Michael Maughan discuss the health of Australian companies and their expectations for the months ahead. Discover the team's three key takeaways from August reporting season and why we believe that value as a style is likely to outperform in the near future.

Watch webinar (30 mins)

Investment Briefing May 2016

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Finding value in a low growth world. Opportunities in Australia's transitioning economy. Watch our investment professionals discuss where they are finding value in Australia's transitioning economy. We believe that good investment opportunities do exist, although finding them requires hard work and an ability to adapt investment thinking to this new environment.

Reporting Season - February 2016

video imageBrad Potter, Head of Australian Equities, provides a brief recap of the reporting season in this webinar. The holy trinity of sales growth, capital management and cost outs tended to be the key drivers for outperformance in the February 16 reporting season. Find out who were the winners and losers and what the key drivers are for the Australian equity market going forward.

Watch webinar (30 mins)


Australian Equities

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Jason Kim, Portfolio Manager & Senior Analyst

Talks on value investing returning to favour. Duration 2 minutes.

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Brad Potter, Head of Australian Equities

Talks on Australian Equities, the team and the process within a portfolio. Duration 3 minutes.

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Nikko AM-Tyndall Australian Share Concentrated Fund

Jason Kim & Tim Johnston, Portfolio Managers. Duration 5 minutes.

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Nikko AM-Tyndall Australian Share Income Fund

Malcolm Whitten & Michael Maughan, Portfolio Managers. Duration 7 minutes.


Fixed Income

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Credit Philosophy and Process

John Sorrell, Head of Credit. Duration 4.58 minutes.

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Fixed Income Team, Philosophy, and Process

James Alexander, Head of Fixed Income. Duration 4.41 minutes.

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Constructing Optimal Portfolios

James Alexander, Head of Fixed Income. Duration 3.17 minutes.

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Investing in Residential Mortgage-Backed Securities (RMBS)

John Sorrell, Head of Credit. Duration 4.21 minutes.

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Managing Credit in Portfolios

John Sorrell, Head of Credit. Duration 3.21 minutes.

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Don’t be Afraid of Derivatives

James Alexander, Head of Fixed Income. Duration 3.56 minutes.

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Inflation Protection for Insurance Clients

Darren Langer, Senior Portfolio Manager. Duration 2.54 minutes.

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Our Approach to Managing Portfolios for Insurance Clients

Darren Langer, Senior Portfolio Manager. Duration 4.16 minutes.

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Risk Management: Fixed Income's role in an investment portfolio

James Alexander, Head of Fixed Income. Duration 3.50 minutes.

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James Alexander, Head of Fixed Income

Talks on how he got into the markets and Nikko AM’s approach to managing fixed income portfolios. Duration 4 minutes.

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Active management of credit more effective over the longer term than a target-seeking strategy.

John Sorrell, Head of Credit - Duration 4 minutes.

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Roger Bridges, Global Rates & Currencies Strategist

Talks on the role of fixed income within an investment portfolio and the importance of risk management. Duration 5 minutes.


Global Equities

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William Low, Global Equity - Thought Leaders Series: Part 1

Will Low, Head of Global Equity - Duration 10.07 minutes.

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Nikko AM Global Equities team’s investment approach and process

Will Low, Head of Global Equity - Duration 1.53 minutes.

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Future of Global Equity Investing

Will Low, Head of Global Equity - Duration 1.53 minutes.


Asian Equities

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Nikko AM Asian Equity team's investment approach and process

Boon Hong, Senior Portfolio Manager - Duration 4.20 minutes.

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Identifying the key themes for tomorrow's Asia

Peter Sartori, Head of Asian Equity - Duration 1.19 minutes.


Multi-Asset

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Key Principles for Multi-Asset

Al Clark, Global Head of Multi-Asset - Duration 2 minutes.

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Managing multi-asset solutions

Al Clark, Global Head of Multi-Asset - Duration 3 minutes.


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