As the world recovers from COVID-19, investors will not lose sight of Sustainability, the trend of ESG issues will become more central to investing and business decisions will accelerate; this is already occurring.
Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield
3 min read | April 2024
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.
3 min read | February 2024
Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.
In a new two-part paper, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, examines how investors can leverage data insights to better engage with portfolio companies and mitigate cyber risk.
Hong Kong’s use of blockchain in the green bonds sector highlights how the technology can be rolled out to reduce greenwashing while attracting a greater pool of investors.
3 min read | January 2024
As Europe scales up production and import of green hydrogen, how can the industry mobilize capital to deliver bigger projects? Laurent Dallet, Managing Director at Nomura Greentech, discusses the increasing competition in the green hydrogen space.
The Dubai summit achieved a landmark agreement to transition away from fossil fuels for the first time. COP28 calls on countries to contribute to the global effort to accelerate action in this critical decade to achieve net zero greenhouse gas emissions by 2050.
3 min read | December 2023
Corporate pricing behavior in Japan continues to adjust in positive ways, with growing price-setting flexibility leading to greater resilience against deflation.
3 min read | October 2023
Investment banks are assessing opportunities for capital deployment in renewable energy technology. Alex Stein, EMEA Co-Head of Nomura Greentech, proposes an integrated solution to decarbonise energy in the home and incentivise customers to manage costs, consumption, and carbon footprint.
3 min read | September 2023
A confluence of factors from strong domestic demand and price hikes to increased foreign investor interest, are likely to boost Japan stocks as bigger profits continue through 2024.
4 min read | September 2023
We previously explored the major events that led to a decades-long deflationary spiral in Japan. Here, we lay out how Japan’s economy can wake from its slumber by focusing on four main themes, (1) human resources strategy; (2) software investment; (3) entrenching a price-hiking culture; and (4) governance reforms.
5 min read | August 2023
Moving the U.S. waste industry to a more circular and recycling-led market represents a major investment opportunity yet the effort faces headwinds due to ingrained consumer behavior, landfill economics, and fragmented policy which need better incentives to change.
3 min read | August 2023
Electric vehicle adoption is outpacing charging infrastructure build-out. However, massive ongoing investment in the sector combined with rapidly evolving technologies, promises to accelerate the required infrastructure to support continued growth.
3 min read | July 2023