Focused Thinking
Sustainability
Patrick Pouyanné, CEO of TotalEnergies, the French energy giant, told Nomura Greentech how he is pivoting the company away from oil towards renewables and how offshore wind has huge potential.
5 min read | July 2022
Sustainability
Technological progress, policy incentives and investment will speed the decarbonization of heavy industry sectors to help the world reach net zero
3 min read | July 2022
Sustainability
We discuss how how the best firms try to align their employees’ values and objectives with their own
0 min read | July 2022
Central Banks
Our Japan economist and Global Macro strategist share their thoughts on how recent market conditions impact Japan and the BOJ's policy around yield curve control
26 min video | July 2022
Economics
In addition to the US, we now expect recessions in the euro area, UK, Japan, South Korea, Australia and Canada
3 min read | July 2022
Sustainability
A global push for mandatory climate disclosures will encourage companies to improve their environmental performance
3 min read | July 2022
Sustainability
There will be more change in the mobility industry over the next 10 years than the last 50 years combined
3 min read | July 2022
Central Banks
Our US economist and desk strategist share their thoughts on how risks around a recession in the US will impact markets
32 min video | June 2022
Sustainability
A research project between Nomura and the University of Sheffield’s School of East Asian Studies to explore the Social pillar of ESG with a particular focus on measuring employment in South Korea.
18 min video | June 2022
Sustainability
Adding ESG features to a portfolio of U.S. ‘quality’ stocks dramatically improves performance.
5 min read | May 2022
Economics
Our global economists share their thoughts on the state of Asia’s underlying inflation and what it means for the Macro outlook.
26 min video | May 2022
Emerging Markets
The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies
2 min read | May 2022
Central Banks
Our economist and desk strategist share thoughts on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.
28 min video | May 2022
Sustainability
In this episode of ESG360, Joe Mezrich, Nomura’s Head of Equities Quantitative Strategy, shares his insights on how to fix the underperformance of U.S. 'quality' investing.
13 min video | May 2022