Focused Thinking
Economics
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
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
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
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
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
Volatility
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
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
Central Banks
Biden’s $1.2 trillion infrastructure plan, what to expect?
38 min podcast | July 2021
Economics
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
Businesses must move from corporate social responsibility to being responsible social corporations.
5 min read | June 2021
Economics
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
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
Central Banks
Commodities and inflation are rising, how will they respond across the pond?
29 min podcast | June 2021
Economics
Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?
6 min read | June 2021