Seeing Further in Changing Times

Any top chef will tell you that the secret to culinary success is to use the best ingredients. Higher-quality produce often have more natural and intense flavours, making the final dish taste better. This analogy also applies to investment. A simple recipe for active managers in the global equity space has three central ingredients: Trust, philosophy and discipline. However, variations in the quality of those ingredients can result in vastly different outcomes over time. Read Nikko AM's report to find out more about out what future quality means in global equities.