Diversify your knowledge with our Global Investment Series

Our speakers: Chris Rands, Portfolio Manager,Fixed Income; Jason Kim and Michael Maughan, Portfolio Manager's Australian Equities; Iain Fulton, Portfolio Manager, Global Equity; Brett Winton, Director of Research, ARK Invest (A Nikko AM Strategic Partner); and Rob Mann, Head of Asian Equity provide their perspectives on how markets have evolved, how their portfolios are positioned, and where they see opportunities.

Outlook on Asia: Opportunities and challenges post COVID-19
Presented on 2 June 2020 by Rob Mann, Head of Asian Equity

    • Market outlook
    • Opportunities and challenges for Australian investors
    • Examining China equities
    • China in recovery

    Disruptive innovation - trends and future growth
    Presented on 28th May 2020 by Brett Winton, Director of Research at ARK Invest, a Nikko AM Strategic Partner

      • ARK's latest innovation focus
      • How innovations in genomics and biotechnology are helping with the crisis
      • The impact to the global car industry and what that means for autonomous vehicles
      • Disruptive innovation opportunities during and post the crisis

      Future Quality companies extend beyond tomorrow
      Presented on 19th May 2020 by Iain Fulton, Portfolio Manager, Global Equity

      • The impact of COVID-19 on global companies
      • Changes to our portolio positioning and why
      • How Future Quality companies perform in a recovery market
      • Future Quality opportunities: where we see value and why

      Value investing during market uncertainty
      Presented on 12th May 2020 by Jason Kim and Michael Maughan, Portfolio Manager's, Australian Equity

      • Market overview
      • Pre and post (COVID-19) portfolio positioning - what changed and why
      • The impact of company dividends on the Nikko AM Australian Share Income Fund
      • Where to for value investing?

      The long road to recovery
      Presented on 7th May 2020 by Chris Rands, Portfolio Manager, The Nikko AM Australian Bond Fund

      • How did we get here?
      • Central bank policy: why it’s not working and how it’s contributing to the problem
      • Government spending: when is enough, enough?
      • Why interest rates will be lower for longer and what that means for investors