Name: Navigating Global Equities in a Trump 2.0 World
Start: 2025-04-15T12:24:00Z
End: 2025-04-15T12:24:14.000Z
Location: BrightTALK
Rating: 5

Headquartered in Japan with global presence, Amova Asset Management is a leading asset manager and progressive investment solutions provider, driven by the promise to help you progress towards your goals. Our clients include institutional investors, intermediary, and individual investors. We provide tailored solutions that instill confidence and support your long-term goals in an evolving investment landscape.


As we head into 2026, Japanese equities stand at an important inflection point. After a strong 2025, investors are assessing the impact of the Takaichi administration’s policy mix, the possibility of further governance reforms, and the evolving corporate landscape shaped by cash‑rich balance sheets and a more competitive M&A environment.

Join us for a discussion on:

- How 2025’s key trends are shaping Japan’s outlook for 2026
- Which governance behaviours could unlock value fastest
- How companies can turn balance‑sheet strength into shareholder returns
- What Japan’s changing M&A playbook means for investors

Watch and gain insights into navigating one of the world’s most reform‑driven equity markets.

Japan Equity Outlook 2026: Reform, Returns & Value Unlocking Catalysts

As we head into 2026, global equity markets are navigating a landscape shaped by concentrated tech gains, quality stock underperformance, and the accelerating impact of AI. From the risks of narrow market leadership to the search for overlooked opportunities, this conversation dives into the themes that matter most for equity investors.

Join us for a discussion on:

- How 2025’s defining trends are shaping the outlook for 2026
- Why quality stocks have struggled—and whether a rebound is on the horizon
- The risks posed by an AI-driven rally concentrated in large-cap tech
- An unappreciated opportunity for long-term investors

Watch and gain insights into positioning for growth in a rapidly evolving market.

Global Equities in 2026: AI Boom, Quality Growth & What’s Next

As we head into 2026, global fixed income markets are facing a unique mix of challenges and opportunities. From shifting central bank policies and a weakening dollar to the surge in AI-related debt issuance and the growing role of green bonds, this conversation dives into the themes that matter most for investors.

Join us for a 15-minute discussion on:

- How macro trends are shaping fixed income strategies
- What dollar weakness means for global portfolios
- The risks and opportunities in AI-driven credit markets
- Why green bonds could offer resilience in a changing landscape

Watch and gain insights into overlooked opportunities for the year ahead.

Global Fixed Income 2026: Dollar Weakness, AI Debt Risks & Green Bond Opportunities

Discover the transformative journey of Japan’s economy in our latest webinar episode, “From Deflation to Reflation: Japan’s economic normalisation sets up a long-term opportunity.” Explore opportunities arising from Japan’s shift towards reflation that is fueling a sustained "Virtuous Circle". The change from mild deflation to mild inflation offers long-term opportunities as both corporates and consumers change behavior. Watch episode two now with Amova AM Chief Global Strategist Naomi Fink.

Japan’s “Virtuous Circle”: Why this time is different (Part 2 of 4)

In a world shaped by shifting geopolitical dynamics, resurgent protectionism, and evolving definitions of sustainability, fixed income investors face both challenge and opportunity. Steve Williams, Head of EMEA Global Fixed Income at Amova Asset Management, joins Jonathan Barker to unpack how the sustainable bond landscape is responding to political pressure and market volatility.

Watch to explore:

- The ripple effects of President Trump's U.S. policy shifts on global sustainable finance
- Japan's growing role in sustainable finance
- Whether sustainability and returns can still go hand in hand
- The implications of a weakening U.S. dollar for global bond markets

This is a marketing communication for professional investors only.

Trump, Tariffs, and the Energy Transition from a Global Sustainable Fixed Income Perspective

Discover the transformative journey of Japan’s economy in our latest webinar episode, “Unlocking value in Japan: The power of an active value approach in Japanese equities”. Learn why the Japanese market is particularly well-suited to active investment management, and in particular why a value approach should be considered. Watch the final episode now with Amova AM Investment Director of Japan Equities Junichi Takayama.

Unlocking value in Japan: The power of an active value approach in Japanese equities (Part 4 of 4)

Discover the transformative journey of Japan’s economy in our latest webinar episode, “Investing in Japan’s corporate governance renaissance”. Explore opportunities arising from Japan’s corporate governance reforms. Watch episode three now with Amova AM Investment Director of Japan Equities Junichi Takayama.

Investing in Japan’s corporate governance renaissance (Part 3 of 4)

Discover the transformative journey of Japan’s economy in our latest webinar episode, “From Deflation to Reflation: Japan’s economic normalisation sets up a long-term opportunity.” Explore opportunities arising from Japan’s shift towards reflation, paving the way for sustained growth. Uncover strategic shifts in corporate cash usage, investment strategies, and the evolving landscape of consumer spending and wage growth. Watch episode one now with Amova AM Chief Global Strategist Naomi Fink.

From Deflation to Reflation: Japan’s economic normalisation sets up a long-term opportunity (Part 1 of 4)

Seeing Further in Changing Times: The Future Quality Finders Approach to Global Equities

Are you ready for the changing times?

Investing in today’s environment can feel like a daunting task, but it doesn't have to be. Our new webinar, Seeing Further in Changing Times: The Future Quality Finders Approach to Global Equities, will help you keep ahead of the pack. 

Join our Edinburgh-based Future Quality Finders Iain Fulton, Greig Bryson, and Michael Chen as they share their process for identifying companies that attain and sustain high returns on investment in good times and bad. They will also discuss four common thematic drivers of Future Quality for the coming decade:

• AI adoption
• Enablers of the energy transition
• Normalisation and structural growth in global travel
• Providers and enablers of healthcare efficiency

Seeing Further in Changing Times

Discover the power of Green Bonds with Nikko AM’s Green Bond portfolio managers, Steve Williams and Holger Mertens, in a discussion moderated by financial journalist Elizabeth Pfeuti.

Along with exploring the opportunities presented by the growing Sustainable Bond universe, in this webinar we consider how two key megatrends – climate change and biodiversity – are impacting fixed-income markets today.

Watch now to learn about:
•     The evolution of the Green Bond universe
•     Risks and opportunities of the climate change megatrend
•     Why biodiversity is next for Green Bond expansion
•     Considerations for when investing in Sustainable Bonds
•     Opportunities for fixed-income investors looking for a positive impact

Sustainable Bonds: Opportunities, Risks & Strategies

Home bias—an investor's preference to invest primarily in domestic equities rather than diversifying with foreign investments—is a well-known phenomenon that costs investors but remains widespread, so much so that even sophisticated institutional investors fall victim to it on a global scale. 

In the webinar, featuring a panel discussion with three investment experts, you'll learn about the costly problem of home bias and potential portfolio solutions with which to remedy this issue. Watch the session for exclusive insight into this topic, as well as: 
• Undervaluation in Asian shares and implications for forward returns;
• The Frankfurt School of Finance’s portfolio construction research, including robust factor and geographical analysis;  
• Asian megatrends currently shaping investments;
• And Asia’s surprisingly powerful role in helping the world reach net-zero.

The Cost of Home Bias and How to Remedy It: Harnessing Change in Asia

ARK believes that a Big Idea needs to be long-term. But with more innovation evolving than ever before, how are investors supposed to identify the technologies that can deliver future growth? This webinar, hosted by ARK's strategic partner Nikko AM, introduces new research from ARK that aims to keep you up to speed on the accelerating pace of change, and the resulting long-term opportunities.

ARK's 2023 Big Ideas with Cathie Wood and Nikko AM

(This is a marketing communication, for professional investors only) 
Watch our webinar, ‘Global Equity Outlook 2023 with Nikko Asset Management Global Equity Portfolio Managers, Greig Bryson, Johnny Russell, and William Low as they discuss:
• Regime change and avoiding the pitfalls of recency bias in 2023,
• Investing in ‘Future Quality’,
• Opportunities in healthcare and the energy transition.

Global Equity Outlook 2023

We’re living in an age of uncertainty. Is your portfolio prepared for the new road ahead? Watch our webinar, ‘Global Equity Investing in an Uncertain Age’ with Nikko Asset Management Global Equity Portfolio Managers, Greig Bryson, Johnny Russell, and William Low as they discuss:
• Regime change and avoiding the pitfalls of recency bias,
• Investing in ‘Future Quality’,
• Opportunities in healthcare and the energy transition.

4 Essential Pillars for Global Equity Investing

At Nikko Asset Management, we are passionate about helping you tap into Japan's hidden investment value. During this webinar we offer you insights in Japan's investment opportunities. Speakers John Vail, Junichi Takayama and Prof. Dr. Olaf Stotz will discuss the macro-economic importance and the ongoing corporate reform of Japan, the hidden value of investing in Japanese companies and the role Japan can play in a well-balanced investment portfolio.

Topics during this webinar include:
- Japan's increasing geopolitical and economic influence;
- The changing corporate climate, and the reform of the Tokyo Stock Exchange;
- How to invest in Japan
- The evolution of ESG and Engagement in Japan;
- The role of Japan Equity in a well-balanced portfolio;
- Diversification benefits of investing in equity in Japan;
- Home bias of European Investors and why it matters.

So register now and come join us on the 7th of July at 1pm BST, 2pm CEST.

Unlocking Japan's hidden value

Future Quality Investing - Finding Tomorrow's Winners in a Changing World

In these uncertain times of significant geopolitical, economic, and technological disruption, it's crucial to have a guiding compass for your investment decisions. Global Equity Portfolio Manager, Will Low, shares how the Edinburgh-based Nikko AM Global Equity team is navigating equity investments in the Trump 2.0 era.

Watch to learn more about:

• The implications of changing global capital flows following recent events
• Specific companies that meet the team’s Future Quality threshold
• Potential silver linings in the capital markets

Navigating Global Equities in a Trump 2.0 World

Investment Management

Equities

Global Equities

Healthcare

Artificial Intelligence

Investment Strategy

Tariffs

Trade War

Bear Market

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Navigating Global Equities in a Trump 2.0 World

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Amova Asset Management