Focused Thinking

Americas

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
Emerging Markets

Russian Invasion of Ukraine to Turbocharge Renewables Deals

The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies

2 min read | May 2022

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Central Banks

Fireside Chats - The ECB & BOE: Earlier and Faster Hikes?

Our economist and desk strategist share thoughts on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.

28 min video | May 2022

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Sustainability

ESG360 - Fixing the Problem with U.S. Quality Investing

In this episode of ESG360, Joe Mezrich, Nomura’s Head of Equities Quantitative Strategy, shares his insights on how to fix the underperformance of U.S. 'quality' investing.

13 min video | May 2022

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Economics

Fireside Chats – Asia Insights: ASEAN Border Reopenings

Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia

26 min video | May 2022

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Central Banks

MacroBrew - Fed’s hawkish pivot despite peaking inflation

We discuss our US inflation outlook and Fed’s continuing hawkish pivot.

71 min podcast | April 2022

Technology

How Artificial Intelligence is Reshaping ESG Ratings

Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.

4 min read | April 2022

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Sustainability

ESG360 - How War in Ukraine can Accelerate Renewables Adoption

In this episode of ESG360, we discuss Europe’s plan to reduce its reliance on Russian fossil fuels and what that means for the energy transition

22 min video | April 2022

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Economics

Fireside Chats - French Elections: Could Le Pen Win?

Our economist and desk strategists share their thoughts on the upcoming French presidential election with the first round this upcoming weekend.

26 min video | April 2022

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Central Banks

MacroBrew - The Fed’s changing reaction function

The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.

60 min podcast | April 2022

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Central Banks

Fireside Chats - JPY Depreciation and the Possible Policy Risks

Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.

26 min video | April 2022

Volatility

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for the rest of 2022 by region.

3 min read | March 2022

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Economics

MacroBrew - FOMC preview and US economy update

Fed’s hawkish pivot will likely continue

68 min podcast | March 2022

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