Focused Thinking
Economics
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.
3 min read | January 2023
Annual Outlook
This is the final part of our two-part 2023 ESG Outlook Series, in which we explore the year ahead for policy and regulation.
15 min video | January 2023
Annual Outlook
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.
29 min video | January 2023
Central Banks
In this episode, we discuss European growth and the ECB policy outlook.
27 min video | January 2023
Sustainability
Ana Haurie is CEO of Respira International, an impact-driven carbon finance company. Ana tells Nomura Greentech that she is using the principal of ‘trade not aid’ via the voluntary carbon market to empower communities and get us to net zero.
4 min read | January 2023
Annual Outlook
We expect 2023 to bring into focus a nascent recession, with pronounced weakness across a broad range of economic indicators
12 min read | January 2023
Sustainability
Josh Tetrick is CEO of Eat Just, a US food startup. Josh tells Nomura Greentech how he is pioneering cultivated or lab-grown meat to drastically cut emissions from animal protein.
4 min read | January 2023
Annual Outlook
Our forecasts remain among the most pessimistic for euro area growth. We are forecasting a recession to last six quarters, beginning in Q4 2022, with a total GDP contraction of 2.5%. Though there are signs from recent surveys that the fallout from the energy crisis could be milder – especially if lower gas prices persist.
4 min read | January 2023
Sustainability
We review the key points discussed in our ESG in East Asia series, including the diversity dividend and employment, demographic pressures and business opportunities.
26 min video | December 2022
Central Banks
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.
33 min video | December 2022
Economics
80 min video | December 2022
Economics
Nomura’s Japan economists and strategists outline what’s on the horizon as the country opens up.
5 min read | December 2022
Central Banks
In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.
18 min video | December 2022
Annual Outlook
Recessions in the US and Europe should lead to growth disappointments across Asia early in the new year, but once the dust settles, the region should lead the recovery.
3 min read | December 2022