Finding clarity - 4 global themes driving investments
Foreword Australia 2016

FOR SOPHISTICATED INVESTORS ONLY

20 September 2016

Investing in the face of global uncertainty was the focus of Nikko Asset Management’s 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 – where we’re seeing opportunities including from market disruption.

Watch this year’s highlights video, or you can download and watch the full presentations for more in-depth detail.

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Foreword Australia - Highlights video (35 mins)

Highlight Summary
Yu-Ming Wang
CIO International, Nikko-AM on why a broader view is essential for investing right now.
Mujtaba Rahman
Managing Director, Europe, Eurasia Group on the current geo-political hotspots.
Will Low
Head of Global Equity on how global trends are shaping equity portfolios.

 

 

Foreword Australia - Presentations

Mujtaba Rahman, Eurasia Group (20 mins)

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Rob Mann, Asian Equities (19 mins)

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Will Low, Head of Global Equity (15 mins)

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Foreword Australia - Panel Discussions

The low interest rate environment and its implications for investors (41 mins)

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Market disruption - Changing dynamics in the investment landscape (35 mins)

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Foreword Australia - Full video (2 hr 30 mins)

Details
Welcome and opening address (0:0-16:32)
Sam Hallinan, Managing Director, Nikko AM Australia
Yu-Ming Wang, Global Head of Investment, CIO, Nikko AM
Geopolitical environment and implications (16:32-36:37)
Mujtaba Rahman, Managing Director, Europe, Eurasia Group
The low interest rate environment and its implications for investors (36:37-1:17:50)
Al Clark, Global Head of Multi-Asset
William Low, Head of Global Equities
Naoki Kamiyama, Chief Strategist - Japan
James Alexander, Co-Head of Global Fixed Income & Head of Australian Fixed Income
A closer look at China from an investor's viewpoint(1:17:50-1:36:56)
Robert Mann, Senior Portfolio Manager, Asian Equities
Joining the dots - How global trends are shaping equity portfolios (1:36:56-1:51:22)
William Low, Head of Global Equities
Market disruption - Changing dynamics in the investment landscape (1:51:22-2:26:47)
Rob Mann, Senior Portfolio Manager, Asian Equities
Johnny Russell, Investment Director, Global Equities
Tim Johnston, Portfolio Manager & Senior Analyst, Australian Equities
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