Focused thinking: 3 min read | September 2020

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases ... [Read more]

Focused thinking: 56 min video | September 2020

Indonesia: Thoughts on emerging policy challenges and risks

Focused thinking: 17 min podcast | September 2020

Fireside Chats – Japan Outlook: Abenomics without the Abe?

With a change in leadership after the resignation ... [Read more]

Focused thinking: 18 min podcast | September 2020

Fireside Chats - The 2020 US Election: What would a Biden win mean for the dollar?

What would the 2020 US election mean for ... [Read more]

Focused thinking: 32 min podcast | September 2020

Fireside Chats - The 2020 US Election: Economic Policy under a Biden Administration?

In this episode of our Fireside Chat series ... [Read more]

Focused thinking: 21 min podcast | August 2020

Fireside Chats - The World After Covid-19: Where do we go next?

Have Governments and Investors reached their limits? ... [Read more]

Focused thinking: 21 min podcast | July 2020

Fireside Chats - The EU recovery fund: The what, the why, the how?

In this episode of our Fireside Chat series ... [Read more]

Focused thinking: 18 min podcast | July 2020

Fireside Chats - Asia's Emerging Markets: The best of a bad bunch

The state of Asia's Emerging Markets and how ... [Read more]

Focused thinking: 3 min read | June 2020

FX Options: Embracing the Potential of Platforms

Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]

Focused thinking: 28 min podcast | June 2020

Fireside Chats - The 2020 Presidential Election: What will it mean for markets?

In our latest Fireside Chat episode we discuss ... [Read more]

Focused thinking: 18 min podcast | June 2020

Fireside Chats - Forecasting a second wave of Covid-19

Is mobility data the next tool in the ... [Read more]

Focused thinking: 16 min podcast | May 2020

Fireside Chats - How are Asia's Emerging Markets supporting the bottom of the pyramid?

In this week’s episode Euben Paracuelles discusses how ... [Read more]

Focused thinking: 18 min podcast | May 2020

Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?

How have the Antipodes navigated COVID19 so well ... [Read more]

Focused thinking: 4 min read | May 2020

US: Updating our Forecast as the Covid-19 Outbreak Matures

Focused thinking: 9 min podcast | May 2020

Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?

Craig Chan our Global Head of FX Strategy ... [Read more]

Focused thinking: 20 min podcast | April 2020

Fireside Chats - US Updated Outlook: What's left in the FED's toolbox to fight Covid-19?

Jordan Rochester and our Chief US Economist Lewis ... [Read more]

Focused thinking: 24 min podcast | April 2020

Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again

In this episode of our Fireside podcast series ... [Read more]

Focused thinking: 19 min podcast | April 2020

Fireside Chats - Europe’s next response to Covid-19

Our Chief Euro Area Economist George Buckley and ... [Read more]

Focused thinking: 1 min read | January 2020

Asia Pacific technology: The bull phase to continue in 2020F

We expect upstream companies to be more attractive ... [Read more]

Focused thinking: 1 min read | January 2020

UK Outlook 2020

How will the UK fair amongst some Brexit ... [Read more]

Focused thinking: 2 min video | January 2020

Brexit & FX Outlook 2020

Focused thinking: 2 min video | January 2020

Euro Area Outlook 2020

Focused thinking: 1 min video | December 2019

Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism

Focused thinking: 4 min read | November 2019

Quantum Computer Research of Nomura Asset Management

NAM’s Innovation Lab Department and the Graduate School ... [Read more]

Focused thinking: 4 min read | November 2019

Does eFX still require a human touch?

Client demands for speed and efficiency, coupled with ... [Read more]

Focused thinking: 5 min read | October 2019

Risk of BOJ taking rates further into negative territory and investment strategies

Expectations are growing that the BOJ will decide ... [Read more]

Focused thinking: 2 min read | July 2019

Are the major central banks trapped?

The policy reaction function of many of the ... [Read more]

Focused thinking: 3 min podcast | July 2019

Damocles update: Who is at risk?

Damocles is based on a noise-to-signals approach in ... [Read more]

Focused thinking: 9 min video | April 2019

Low volatility, but can it last?

Focused thinking: 2 min video | December 2018

Equity markets in 2019: soft power matters

Focused thinking: 1 min video | December 2018

Asia FX and rates outlook 2019

Focused thinking: 4 min video | December 2018

China outlook 2019: after winter comes spring

Focused thinking: 3 min video | December 2018

Asia in 2019: always darkest before the dawn

Focused thinking: 3 min read | November 2018

Oil price slump: A big EM differentiator

Oil prices have fallen sharply. This drop, if ... [Read more]

Focused thinking: 4 min read | November 2018

How X-Elio completed Japan’s largest solar sale

How X-Elio completed Japan’s largest solar sale – ... [Read more]

Case study: 1 min read | September 2018

In the hunt for yield where are the new sources of volatility?

As mainstream markets evolve, structured products that focus ... [Read more]

Focused thinking: 2 min read | September 2018

Thailand: a fragile investment cycle

The ongoing investment recovery in Thailand is likely ... [Read more]

Focused thinking: 3 min read | September 2018

Damocles: our early warning indicator of exchange rate crises

Despite the lessons learned from past crises, currency ... [Read more]

Focused thinking: 2 min read | August 2018

Deciphering EM rate expectations

What are some of the patterns in Asia ... [Read more]

Focused thinking: 1 min read | June 2018

What are the five key drivers for Latin America FX in H2 2018?

Owing to the recent dollar move, we revisit ... [Read more]

Focused thinking: 8 min podcast | May 2018

Global Emerging Markets Podcast Series

Goldilocks economic conditions of strong growth and low ... [Read more]

Focused thinking: 2 min read | May 2018

Brazil: What is currently priced in? (Presidential election edition)

Upcoming presidential elections in Brazil will continue having ... [Read more]

Focused thinking: 2 min read | April 2018

What is fuelling trade in global emerging markets?

Trade has played a critical role in the ... [Read more]

Focused thinking: 1 min video | April 2018

How is technology transforming global emerging markets?

Focused thinking: 1 min read | April 2018

Who would bear the brunt of increased US protectionism?

In this study, our economists assess the impact ... [Read more]

Focused thinking: 2 min read | February 2018

Time for the National Pension Service to escape “home bias”

The National Pension Service (NPS) is Korea’s social ... [Read more]

Focused thinking: 6 min read | November 2017

Get ready for rising rates

Rising interest rates present challenges for both investors ... [Read more]

Focused thinking: 6 min video | August 2017

Highlights from Nomura Investment Forum Asia 2017

Focused thinking: 11 min podcast | August 2017

Are striving tiger cubs the next phase of flying geese?

Our Asia economists present their scorecard of 2 ... [Read more]

Focused thinking: 3 min read | January 2017

Deal-contingent hedging: a flexible way to mitigate risk

Recent geopolitical volatility has had dramatic repercussions in ... [Read more]