Focused Thinking
Economics
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.
3 min read | June 2020
Volatility
Is mobility data the next tool in the fight against Covid-19?
18 min podcast | June 2020
Volatility
Companies and investors set to benefit from new issuance of convertible bonds as they provide flexible finance solutions to corporates and high returns to investors.
1 min read | June 2020
Economics
How have the Antipodes navigated COVID19 so well, and what are the next steps for their economy?
18 min podcast | May 2020
Economics
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Economics
Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.
19 min podcast | April 2020
Economics
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
3 min read | April 2020
Economics
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
Central Banks
New year, new decade, new risks?
2 min read | January 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
Central Banks
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?
1 min read | January 2020
Central Banks
Will this New Year mean a New Brexit?
2 min video | January 2020
Economics
What's in store for the Euro Area as we move into 2020?
2 min video | January 2020