Focused Thinking
Economics
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Central Banks
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
Sustainability
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
Sustainability
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
Economics
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
Focused thinking
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
Central Banks
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Economics
Looking into 2022 - what to expect
60 min video | December 2021
Economics
We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.
2 min read | December 2021
Economics
Our strategists share their top FX and rates views in 2022
32 min podcast | December 2021
Economics
Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic
3 min read | December 2021
Sustainability
Lewis Pugh speaks about swimming in the coldest oceans to highlight climate change
29 min video | December 2021
Sustainability
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
Sustainability
Panellists highlighted the important role and potential of carbon markets in the transition to net zero.
49 min video | December 2021