Focused Thinking
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Economics
We expect US tariff policy to continue its current de-escalatory trajectory, despite the possibility of episodic flare-ups
5 min read | March 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026
Central Banks
We forecast ECB rates will remain unchanged through 2027 as inflation stays near target. However, tight labor markets and above-potential growth in 2028 risk pushing inflation higher, likely requiring at least two rate hikes to restore price stability.
4 min read | February 2026
Economics
The deal sends a message to the US that global economies are forging deals and strategic alliances with one another as the US becomes more insular
4 min read | February 2026
Annual Outlook
We expect above-trend growth, a fall in the unemployment rate and sticky inflation, but a politicized Fed still cuts twice
9 min read | January 2026
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2026 by region.
3 min read | January 2026
Japan in focus
Jun Yunoki, Prime Product Delta One Sales at Nomura, sat down with seasoned investment professionals at the Nomura Alternatives Forum 2025 in Tokyo to explore the latest Japan investment strategies.
3 min read | December 2025
Japan in focus
How to raise 150 trillion yen in investments to help Japan achieve a green transition and maintain economic growth.
3 min read | November 2025
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 2025
Economics
Beyond the near term, the US aims to build new critical mineral supply chains, bring more economies under its economic sphere of influence, and drive Asian reforms through stealth.
3 min read | November 2025
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
4 min read | October 2025