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.
Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

Sustainability

How the World’s Largest Infrastructure Asset Manager Set a Net Zero 2040 Goal

Chris Leslie, Global Head of Sustainability at Macquarie Asset Management explains to Nomura Greentech how the Australian finance firm is well on track to be carbon neutral thanks to a shift in culture.

3 min read | September 2021

Sustainability

"Decarbonization is a Business Opportunity to be Maximized"

María Victoria Zingoni, Executive Managing Director at Spanish energy giant Repsol, told Nomura Greentech that the company is transforming its business by adding solar and wind farms to become net-zero by 2050.

7 min read | August 2021

Technology

Investing in the Art and Collectables Market: A $1.7 Trillion Asset Class

Investment in the art market, which has traditionally been limited to the ultra-wealthy, is now experiencing a shift in investor access and demand driven by securitization and technological improvements.

5 min read | August 2021

Sustainability

AI for Stock Selection – the ESG Connection

We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.

4 min read | August 2021

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Volatility

VOW21: Best of Volatility of the World 2021

Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.

2 min read | July 2021

Sustainability

ESG: Fad or Future?

As ESG investing gains momentum, we explore the factors that point toward this being more a genuine lasting shift than a short-lived fad

9 min read | July 2021

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Central Banks

MacroBrew - US Infrastructure: The Next Great Debate

Biden’s $1.2 trillion infrastructure plan, what to expect?

38 min podcast | July 2021

Economics

Introducing Cassandra: Our Early Warning Model for Financial Crises

Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.

2 min read | June 2021

Sustainability

Paul Polman: Embedding ESG in Business is the Right Thing to Do

Businesses must move from corporate social responsibility to being responsible social corporations.

5 min read | June 2021

Economics

William Dudley: Recovery to be Sustained and Inflation to be Transitory

William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.

3 min read | June 2021

Central Banks

US Economy- A Closer Look at Inflation Expectations

Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework

3 min read | June 2021