Focused Thinking
Sustainability
Moving the U.S. waste industry to a more circular and recycling-led market represents a major investment opportunity yet the effort faces headwinds due to ingrained consumer behavior, landfill economics, and fragmented policy which need better incentives to change.
3 min read | August 2023
Sustainability
Electric vehicle adoption is outpacing charging infrastructure build-out. However, massive ongoing investment in the sector combined with rapidly evolving technologies, promises to accelerate the required infrastructure to support continued growth.
3 min read | July 2023
Sustainability
Western U.S. water shortages caused by mega droughts combined with under investment in the industry threaten a crisis unless desalination technologies improve or fresh water is used more efficiently.
3 min read | July 2023
Sustainability
Consumer demand for green packaging is providing a tailwind for eco and recycled materials but more policy support and collaboration is needed before the industry can make a bigger decarbonization impact.
3 min read | July 2023
Sustainability
The alternative protein industry has emerged as a solution to the unsustainable practices of intensive agriculture but more investment is required to create a new low-emission food system in the coming decades.
3 min read | July 2023
Sustainability
The convergence of several forces will usher in a new era of power generation driven by clean and low-carbon hydrogen.
3 min read | July 2023
Japan in focus
Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.
4 min read | July 2023
Sustainability
Innovative financing is an essential component of the green energy transition. Vinod Mukani, Global Head of Infrastructure and Power Finance, discusses how opportunities must be looked at differently in order to make infrastructure assets truly bankable.
3 min read | June 2023
Sustainability
We feature 4 individuals who appeared in the Summer 2023 edition of Nomura Greentech’s Sustainable Heroes magazine, which shines a spotlight on some of the trailblazers who are accelerating the net zero transition.
29 min video | June 2023
Economics
“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.
3 min read | June 2023
Central Banks
In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.
3 min read | May 2023
Central Banks
In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.
26 min video | May 2023
Sustainability
Blue bonds, like their better known green cousins, are growing in popularity as awareness of ocean conservation becomes more important and countries commit to protecting the seas.
3 min read | May 2023
Sustainability
The recent UN accord to protect 30% of the Oceans by 2030 combined with increasing investor appetite are providing the ingredients to unleash growth in blue bonds, which aim to expand the ocean economy.
15 min video | May 2023