Latest Videos

The 5 biggest myths in fixed income investing

In this video, Darren Langer, Senior Portfolio Manager, debunks the top 5 myths in fixed income.

Global Equity: Future Quality Philosophy

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.

How do you generate alpha while integrating ESG?

Selecting an ESG Manager

How do we spot a Future Quality company?

The importance of quality growth

What is Future Quality?

ARK Invest: The five platforms of disruptive innovation

In this video, Eddie Orchard from Livewire interviews Catherine Wood about why the focus on private companies and the move to passive investing is creative a void in public markets.

Passive investing. Is the free ride over?

Chris Rands of Nikko Asset Management discusses why the ‘free ride’ may be over for investors.

How can Australia Benefit from the Asian Story?

Sam Hallinan of Nikko Asset Management examines the trends and events set to impact investing in 2018 and beyond.

Part 1: 2018: Has China ‘Come of Age’?

China continues to be a big story for Australia on the back of the mining boom, however, its story of growth has now transitioned to one spurred on by a burgeoning middle class looking to tap into our services industry.

Part 2: Is There Still Value to be found in Developed Markets?

In an age where asset prices have risen steadily for years it can be difficult to uncover value. Advisers need to help their clients apply a strategic filter across their portfolios to evaluate their investments and ensure they are aligned with their goals.

Part 3: The Connected Client: What is the Expectation for Engagement?

How do you cut through the noise to make informed decisions? Nikko Asset Management questions whether the flood of information is doing more harm than good.

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

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