Focused Thinking

EMEA

Economics

Upturn in global IT cycle and the Japanese economy

Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.

4 min read | February 2020

Economics

Event Risk Radar

The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.

5 min video | January 2020

Central Banks

UK Outlook 2020

How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?

1 min read | January 2020

Economics

Euro Area Outlook 2020

What's in store for the Euro Area as we move into 2020?

2 min video | January 2020

Japan in focus

Quantum Computer Research of Nomura Asset Management

NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical application of quantum computers especially in the machine learning field.

4 min read | November 2019