Focused Thinking

Rates

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Central Banks

Fireside Chats – Global Economic Outlook 2022: The heat is on... for now

Our macroeconomists share their outlook for Global, European and US economies in 2022.

30 min podcast | December 2021

Economics

Asia Outlook 2022: As the Tide Turns

We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.

2 min read | December 2021

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Economics

Fireside Chats – Top FX and Rates Views in 2022

Our strategists share their top FX and rates views in 2022

32 min podcast | December 2021

Rates

A Measured Approach to ESG Investing

An overlay technique of consensus-ratings to improve the ESG quality of portfolios

5 min read | June 2021

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Central Banks

The Risk of EM Central Bank Overreach

65 min podcast | April 2021

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Central Banks

2021 Equities Outlook: ...it is more about 2022

17 min video | December 2020

Central Banks

Thailand: The Economic Fallout of Political Protests – This Time is No Different

3 min read | December 2020

Economics

Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination

3 min read | November 2020

Economics

Economic Policy under a Biden Administration

4 min read | September 2020

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Central Banks

The world post Covid-19 (part 2)

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

29 min video | August 2020

Central Banks

The world post Covid-19

Nomura special report

3 min read | July 2020

Economics

Nomura Investment Forum Asia: Asia Equities Market Outlook

2 min read | June 2020

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