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.
Central Banks

Fireside Chats - US & European Insights: Inflation, how far will it go?

Commodities and inflation are rising, how will they respond across the pond?

29 min podcast | June 2021


Resilience of global M&A

Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?

6 min read | June 2021


Carbon Pricing and Financial Markets: The cheapest most expensive commodity

Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.

5 min read | June 2021


UK Housing Market: Boom or Bust?

An outlook for the UK's housing market, weighing the positives against the negatives

9 min read | April 2021


A new green finance paradigm

The pandemic has spurred a reset in values regarding social and environmental stewardship.

4 min read | April 2021

Emerging Markets

Fireside Chats – EM Insights: Which countries lie under the Damocles Sword?

Which Emerging Markets are at risk of an exchange rate crisis?

22 min podcast | March 2021

Central Banks

Fireside Chats - BoJ and ECB Strategy Review: A New Direction?

How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?

43 min podcast | March 2021


Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021


Fireside Chats - UK Insights: Will the UK be the underdog story of 2021?

Will the vaccine rollout result in the comeback story of 2021?

40 min podcast | January 2021


2021 Global Economic Outlook - A topsy-turvy recovery

The still-raging pandemic produced a unique recession in 2020, but what does the future hold?

4 min read | December 2020

Central Banks

2021 Equities Outlook: is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020


Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.

What will 2021 mean for FX markets?

28 min podcast | December 2020

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