Fireside Chats - The World After Covid-19: What can we expect?

Will Climate Change, food security and social life return to a new normal?

  • In the latest episode of our Fireside chat series, we talk with Rob Subbaraman, our Head of Global Macro Research, diving into what the world will look like post COVID-19.
  • Specifically at the impact on Climate change, and how this crisis has helped forward global momentum to combat it.
  • How disruptions in supply and demand will impact food security. What are the key differences we are likely to see day to day, and what will become the new normal.

We discuss what COVID-19 means for growth, inflation an monetary policy in the years ahead. But also the longer term structural issues, ranging from lower natural real rates, debt monetisation, income inequality, political disruption, food security, climate change and de-Globalisation. But there are possible silver linings, with the potential for a new and better world order to emerge, tackling climate change and the financial system playing a more socially responsible role with the rise of ESG investing.

For further insight on the world post Covid-19, read our full report here.

Contributor

    Jordan Rochester

    Jordan Rochester

    FX Strategist

    Rob Subbaraman

    Rob Subbaraman

    Head of Global Macro Research

Disclaimer

This content has been prepared by Nomura solely for information purposes, and is not an offer to buy or sell or provide (as the case may be) or a solicitation of an offer to buy or sell or enter into any agreement with respect to any security, product, service (including but not limited to investment advisory services) or investment. The opinions expressed in the content do not constitute investment advice and independent advice should be sought where appropriate.The content contains general information only and does not take into account the individual objectives, financial situation or needs of a person. All information, opinions and estimates expressed in the content are current as of the date of publication, are subject to change without notice, and may become outdated over time. To the extent that any materials or investment services on or referred to in the content are construed to be regulated activities under the local laws of any jurisdiction and are made available to persons resident in such jurisdiction, they shall only be made available through appropriately licenced Nomura entities in that jurisdiction or otherwise through Nomura entities that are exempt from applicable licensing and regulatory requirements in that jurisdiction. For more information please go to https://www.nomuraholdings.com/policy/terms.html.