Focused Thinking

Europe, Middle East and Africa

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
Sustainability

Climate Disclosure Rules Will Trigger ‘Race to the Top’

A global push for mandatory climate disclosures will encourage companies to improve their environmental performance

3 min read | July 2022

Sustainability

Robotaxis Set to Revolutionize Auto Transport

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

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Central Banks

Fireside Chats - US Recession Risks

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

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Sustainability

ESG360 - The ‘S’ Factor in East Asia

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

Fixing the Problem with US Quality Investing – an ESG Approach

Adding ESG features to a portfolio of U.S. ‘quality’ stocks dramatically improves performance.

5 min read | May 2022

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Economics

Fireside Chats - Asia Insights: Taking the Temperature of Asia's Underlying Inflation

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

Russian Invasion of Ukraine to Turbocharge Renewables Deals

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

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Central Banks

Fireside Chats - The ECB & BOE: Earlier and Faster Hikes?

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

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Sustainability

ESG360 - Fixing the Problem with U.S. Quality Investing

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

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Economics

Fireside Chats – Asia Insights: ASEAN Border Reopenings

Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia

26 min video | May 2022

Technology

How Artificial Intelligence is Reshaping ESG Ratings

Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.

4 min read | April 2022

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Sustainability

ESG360 - How War in Ukraine can Accelerate Renewables Adoption

In this episode of ESG360, we discuss Europe’s plan to reduce its reliance on Russian fossil fuels and what that means for the energy transition

22 min video | April 2022

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