Climate change is driving sharp increases in fossil fuel prices
3 min read | June 2022
US policy actions pose significant challenges to collaboration and investments
With a valuation cushion, Asian stocks are relatively insulated from a US stock sell-off
5 min read | June 2022
Fed’s pace of rate hikes this year will depend on inflation
2 min read | June 2022
Japan’s largest natural resource is the underutilized talent of Japanese women
As border restrictions are relaxed, tight labor market conditions could ease
Part 1: History and Social Principles
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
Adding ESG features to a portfolio of U.S. ‘quality’ stocks dramatically improves performance.
5 min read | May 2022
Investors and corporates are looking to finance to tackle gender inequality in Japan.
4 min read | May 2022
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
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
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
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