EMEA

Euro Sovereign Debt Crisis: This Time Is Different

With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.

Asia Economic Monthly

We raise our 2023 GDP growth projections slightly, but a services-driven recovery in China and the US, and a higher-for-longer Fed are not as positive for Asia.

MacroBrew - How Fast Has China's Reopening Been So Far?

Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.

Scaling Solar – Harnessing Agriculture to Boost Deployment

Alexander Arcache is Managing Director and founder of Kronos Solar, a German renewables company. Alexander believes agrivoltaics – the shared use of land for both solar power generation and agriculture – will be a key driver of future solar deployment.

MacroBrew – Nomura Macro Outlook 2023: Tough Choices

How the Changing Rates Outlook is Boosting Demand for Convexity Hedging

Nomura’s Hans-Peter Schoech, Head of Structured Rates Trading EMEA, and Ali Khan Head of Rates Options Trading, EMEA and North America explain how the uncertain macro environment has created interesting opportunities for convexity hedging.

Purpose over Profit - Using Clean Energy to Alleviate Poverty

Vineet Mittal is Chairman of Avaada Group, a leading Indian renewables company. Vineet explains to Nomura Greentech how his clean energy plans can help lift people out of poverty.

Assessing countries at risk of hard versus soft economic landings

Our analysis suggests developed market economies are more at risk of hard landings this time than emerging market economies, a break from the usual pattern.

How Far Could UK House Prices Fall?

We have a central forecast of a 15% fall in UK house prices by mid-2024. We explore some of the upside and downside risks to this forecast.

ESG360 Outlook 2023: Part 2 - Policy Themes to Watch

This is the final part of our two-part 2023 ESG Outlook Series, in which we explore the year ahead for policy and regulation.

ESG360 Outlook 2023: Part 1 - Will Green Deals Rebound?

This is the first of our two-part 2023 ESG Outlook Series, in which we explore what this year has in store for green deals.

MacroBrew: Will the ECB be the Last Major Central Bank Hiking?

In this episode, we discuss European growth and the ECB policy outlook.