Insights

Investment Insights by our experts and thought leaders

The most exciting company this reporting season


In this short video, Michael Maughan, Portfolio Manager of Nikko AM Australian Share Income Fund, talks about why he believes there are indicators in the market suggesting that Telstra has an opportunity to return to growth. With reporting season fast approaching, Michael reveals why Telstra is the company he is most excited to hear about.

This video was prepared and is presented by Nikko Asset Management Australia Limited ABN 34 002 542 038, AFSL 229664 (Nikko AM Australia) who is the responsible entity and issuer of units in the Nikko AM Australian Share Income Fund, ARSN 133 980 819 (Fund). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice. It is for the use of researchers, licensed financial advisers and their authorised representatives. It does not take into account the objectives, financial situation or needs of any individual. Investors should consult a financial adviser as well as the information contained in the Fund’s current Product Disclosure Statement (PDS) and the ‘Additional Information to the PDS’ which are available at www.nikkoam.com.au/pds before deciding to invest in the Fund. Applications will only be accepted if made on a current application form. An investment in the Fund is not a bank deposit and distributions and the return of capital are not guaranteed. Whilst we believe the information contained in this material to be correct as at the date of presentation, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions. Figures, charts, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The graphs and figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided that the positions will remain within the portfolio of the Fund.

Are banks still a good place for income?


Michael Maughan, portfolio manager for the Nikko AM Australian Share Income Fund believes the short term outlook for banks is uncertain. However, when assessing the long-term outlook, he is certain that the banking sector will recover, and will begin to pay dividends again. In this short video, Michael discusses what dividends will look like when they return, and shares his views on which banks he believes are in the strongest position going into reporting season.

This video was prepared and is presented by Nikko Asset Management Australia Limited ABN 34 002 542 038, AFSL 229664 (Nikko AM Australia) who is the responsible entity and issuer of units in the Nikko AM Australian Share Income Fund, ARSN 133 980 819 (Fund). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice. It is for the use of researchers, licensed financial advisers and their authorised representatives. It does not take into account the objectives, financial situation or needs of any individual. Investors should consult a financial adviser as well as the information contained in the Fund’s current Product Disclosure Statement (PDS) and the ‘Additional Information to the PDS’ which are available at www.nikkoam.com.au/pds before deciding to invest in the Fund. Applications will only be accepted if made on a current application form. An investment in the Fund is not a bank deposit and distributions and the return of capital are not guaranteed. Whilst we believe the information contained in this material to be correct as at the date of presentation, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions. Figures, charts, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The graphs and figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided that the positions will remain within the portfolio of the Fund.

Australian equities are still the place for income


Michael shares his view on today’s market climate when investing for income, and shares two contrarian stock ideas which he labels his ‘Goldilocks stocks’ for income investors.

This video was prepared and is presented by Nikko Asset Management Australia Limited ABN 34 002 542 038, AFSL 229664 (Nikko AM Australia) who is the responsible entity and issuer of units in the Nikko AM Australian Share Income Fund, ARSN 133 980 819 (Fund). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice. It is for the use of researchers, licensed financial advisers and their authorised representatives. It does not take into account the objectives, financial situation or needs of any individual. Investors should consult a financial adviser as well as the information contained in the Fund’s current Product Disclosure Statement (PDS) and the ‘Additional Information to the PDS’ which are available at www.nikkoam.com.au/pds before deciding to invest in the Fund. Applications will only be accepted if made on a current application form. An investment in the Fund is not a bank deposit and distributions and the return of capital are not guaranteed. Whilst we believe the information contained in this material to be correct as at the date of presentation, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions. Figures, charts, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The graphs and figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided that the positions will remain within the portfolio of the Fund.

Webinar: Bull markets grow in scepticism

In this webinar, Brad Potter, Head of Australian Equities provides a summary of the recent reporting season, insight into his most recent company visits in US as well as emerging trends and themes affecting equity markets.

The Link Between Property Prices and Low Inflation

There’s been immense public backlash around overseas property investors, but are we being too hasty in our assessments? Chris Rands of Nikko Asset Management explains the short-sightedness of this approach and details the other factors set to impact property prices moving forward.

Income, Inflation, and Innovation

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

Impact of Innovation

The State of Fixed Income

Opportunities in Innovation

Foreword Australia 2017

Adaptive Thinking in a Changing Investment Landscape. The focus of Nikko Asset Management’s 2017 Foreword Australia Forum explores the themes around “Disruptive Innovation”, its part in the changing investment landscape and its relevance to Australian investors.

Quarterly Fund Videos Q2 2017

Watch and discover our portfolio managers’ insights on Q2 2017 performance and portfolio positioning in the following videos.

The Nikko AM Australian Share Income Fund

The Nikko AM Australian Share Income Fund balances income and growth. Learn how from co-portfolio manager Malcolm Whitten.

Quarterly Fund Videos Q1 2017

Watch and discover our portfolio managers’ insights on Q1 2017 performance and portfolio positioning in the following videos.

Quarterly Fund Videos

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

Foreword Australia 2016

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.

Thought Leaders Series, Part 2

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

Thought Leaders Series, Part 1

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.

The Subtle Shift in Asian Currencies from the Dollar to the Renminbi

Our Asian currency expert discusses the potential ramifications of the increasing CNY-orientation for Asian currencies.

Value investing set to snap back - video

Jason Kim talks on value investing returning to favour. Duration 2 minutes.

What's to come? - China's RMB as a global reserve currency

The IMF's decision to include the Renminbi into the SDR is a major push for the RMB to become one of the world's major reserve currencies.

We are pleased to be bringing you Nikko AM's 2019 Sustainability Report. In it, you will read about our responsibility as an investment manager and fiduciary that contributes to a sustainable society, considering ESG as a part of long-term investment strategies.

Read the full report.

Nikko AM has been certified as carbon neutral for the first time, after entering into a carbon offset programme with the UK-based international organisation Carbon Footprint Ltd.

Read the full press release.