Focused Thinking
Economics
Midstream energy infrastructure, space exploration, electric vehicles and health tech are themes of the future that can potentially enhance absolute returns.
4 min read | July 2024
Central Banks
Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.
4 min read | July 2024
Volatility
Calmer FX markets, liquidity fragmentation and the legacy of the pandemic are among the factors fuelling a new wave of algo usage.
3 min read | June 2024
Sustainability
We speak with the individuals who featured in the Summer 2024 edition of Nomura Greentech’s Sustainable Heroes magazine, which shines a spotlight on the trailblazers transforming our core systems to create a better world.
32 min video | June 2024
Japan in focus
Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield
3 min read | April 2024
Economics
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
Sustainability
Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.
4 min read | March 2024
Economics
The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.
4 min read | March 2024
Technology
In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.
3 min read | February 2024
Japan in focus
Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.
3 min read | February 2024
Technology
In a new two-part paper, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, examines how investors can leverage data insights to better engage with portfolio companies and mitigate cyber risk.
3 min read | February 2024
Sustainability
Roeland Baan is CEO of Topsoe, a Danish engineering company. Roeland tells Nomura Greentech that he is accelerating the rollout of green hydrogen to fight emissions in hard-to-abate industries.
4 min read | February 2024
Sustainability
Amy Schumacher, CEO of The Heritage Group, a U.S.-based sustainability investor, tells Nomura Greentech that she is applying generations of business experience to grow vital new industries such as battery recycling.
4 min read | February 2024
Sustainability
Hong Kong’s use of blockchain in the green bonds sector highlights how the technology can be rolled out to reduce greenwashing while attracting a greater pool of investors.
3 min read | January 2024