We discuss key events and themes to track in 2022, and how they might affect our views.
57 min video | January 2022
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Charting the key trends shaping the world of sustainable finance as companies and countries strive to cut carbon emissions and make the world a fairer place.
28 min video | January 2022
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.
5 min read | January 2022
We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization
6 min read | January 2022
Our weekly update of the developments and key themes around the US economy
1 min read | January 2022
Nomura’s first global sustainable finance event addressed a full range of ESG topics from COP26 to the green energy transition and lessons from Japan’s employment model in a post-Covid world.
12 min video | December 2021
Wal van Lierop, founder and managing partner at Chrysalix Venture Capital, told Nomura Greentech that nuclear fusion is needed to power the future of clean energy around the world.
5 min read | December 2021
High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.
4 min read | December 2021
Gareth Nicholson, CIO and Head of Discretionary Portfolio Management, International Wealth Management, shares the top seven asset allocation themes going into 2022.
28 min video | December 2021
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Panellists highlighted the important role and potential of carbon markets in the transition to net zero.
49 min video | December 2021
Claire O’Neill speaks about the success of COP26 and the incredible opportunities and risks presented by the green energy transition
29 min video | December 2021
