Nikko Asset Management

Veerappan, Shah and Tessler join

Traditional sectors like utilities and steel offer investors the opportunity to move the needle when it comes to our transition to net zero.

A decade ago, the Japanese market had a handful of activist investors. Today the number stands at 70 – and is growing.

Deino, Maréchal and Perez-Kakabadse

Three key areas

2023 not a bumper year

Stocks slipped in December

Food and energy rises

35% of AUM managed in line with achieving net zero emissions by 2050

Disorderly default unlikely