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In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.
26 min video | September 2022
We explore the greater than expected power demand in Japan and the impact of demographic changes in South Korea.
21 min video | September 2022
We take a look at the resilience of green energy stocks amid a broad-based stock market downturn in the first half of the year.
23 min video | August 2022
We discuss how how the best firms try to align their employees’ values and objectives with their own
0 min read | July 2022
Our Japan economist and Global Macro strategist share their thoughts on how recent market conditions impact Japan and the BOJ's policy around yield curve control
26 min video | July 2022
Our US economist and desk strategist share their thoughts on how risks around a recession in the US will impact markets
32 min video | June 2022
The Fed’s commitment to restoring price stability will likely push the economy into a downturn
33 min podcast | June 2022
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
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
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
Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia
We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
