Focused Thinking
Sustainability
A research project between Nomura and the University of Sheffield’s School of East Asian Studies to explore the Social pillar of ESG with a particular focus on measuring employment in South Korea.
18 min video | June 2022
Sustainability
Adding ESG features to a portfolio of U.S. ‘quality’ stocks dramatically improves performance.
5 min read | May 2022
Economics
Our global economists share their thoughts on the state of Asia’s underlying inflation and what it means for the Macro outlook.
26 min video | May 2022
Emerging Markets
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
Central Banks
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
Sustainability
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
Economics
Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia
26 min video | May 2022
Central Banks
We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
Technology
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
Sustainability
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
Economics
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
Central Banks
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
Central Banks
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
Economics
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022