Tag name: Americas
Investor Demand for Japan Hedge Fund Strategies Swells
Allocators and gatekeepers discuss hedge fund investing and ... [Read more]
Addressing the US Affordability Crisis – Signal Versus Reality
US Outlook 2026: Balancing Accelerating Growth and Sticky Inflation
We expect above-trend growth, a fall in the ... [Read more]
What's on the Horizon for the Global Economy?
Our weekly updated overview highlights the key releases ... [Read more]
Greening the Economy Can Grow the Economy
AI-Driven Demand for Green Power Set to Offset Future Inflation Risks
US Economic Weekly Update
Our weekly update of the developments and key ... [Read more]
Energy Transition Shows Resilience Despite Short Term Headwinds
Sector Convergence Driving Interconnectedness in Green Transition
The Takaichi Surprise
How the woman chosen to lead Japan’s incumbent ... [Read more]
Tariff-Related Uncertainty Causes Shift in Block Trading Patterns
Tariff-related volatility is changing block trading patterns, making ... [Read more]
US – Updating Tariff Assumptions
Old but Agile
Japan’s 100-year-old companies demonstrate strength through continuous transformation ... [Read more]
USD Regime Change: Assessing FX Hedging Flows
US Economy: Glass Half Full or Half Empty?
Green Structured Note Market Increases in Volumes and Sophistication
Nomura expanded the small group of banks that ... [Read more]
The Shipbuilding and Maritime Industry
Private Equity Sponsors Turn to NAV Financing as Exits Remain Subdued
Private equity general partners are increasingly adopting net ... [Read more]
No Longer an Outlier
Ten ways the Japanese economy is moving toward ... [Read more]
The Era of Disappearing Shares
The number of outstanding shares in the Japanese ... [Read more]
Tail Risks Clipped but We Stay Cautious on Global Economic Outlook
The Japanese Economy Sheds its Skin
The year 2025 could be a turning point ... [Read more]
US-China Trade Deal Only Slightly Improves US Economic Outlook
US: Forecasting the Tariff Impact on Inflation
China’s Trade Diversion Could Swamp Other Emerging Markets
Impact of the US Tariff Shock
Liberation Day Tariff Policy Triggers Economic Forecast Revisions
Private Credit Boom Set to Continue Amid Surplus of Capital
The private credit market is rapidly evolving, with ... [Read more]
How Trump’s Tariffs May Impact European Growth
US tariffs are likely to hamper European growth ... [Read more]
Quality Investing as a Hedge to High US Equity Valuations
As investors weigh up whether US equities can ... [Read more]
US 2025 Outlook: Trump’s Policies to Shape the Path Ahead
How Uncleared Margin Rules are Driving Demand for Equity Futures
More Flexible Rules Spur Use of Bond Buybacks by Financial Firms
Regulatory clarifications have opened-up the market for bond ... [Read more]
Where Euro Rates Volatility Has Outperformed the US Dollar
Interest rate rises triggering opposite effects in the ... [Read more]
China Investor Forum: The Global Economic Outlook
Japan Cross-Shareholdings Enter a Dynamic New Era
As corporate governance reforms take hold in Japan ... [Read more]
Japan Pioneered Transition Bonds but Needs Demand to Grow the Market
Japan's adoption of transition bonds to support heavy ... [Read more]
Backing Biodiversity
Luzius Wirth is CEO of idverde, a sustainability-focused ... [Read more]
Lithium-ion Loop
Leon Farrant is the CEO of Green Li-ion ... [Read more]
Industrial Decarbonization
Olivia Wassenaar is Head of Sustainability and Infrastructure ... [Read more]
Systems Transformation
Sanjeev Krishnan is Managing Partner at S2G Ventures ... [Read more]
Battery Revolution
Xavier Barbaro is CEO of Neoen, a renewables ... [Read more]
Thematic investing deserves a place in your portfolio
Central banks and emerging markets push gold sky-high, says World Gold Council
The Rise of Algo Trading in FX Markets
Calmer FX markets, liquidity fragmentation and the legacy ... [Read more]
Global economic outlook: Charting different courses
ESG360 – Sustainable Heroes XII: Green Leaders in Focus
US Economy: The Immigration Enigma
Higher immigration does not fully account for recent ... [Read more]
Japan Regional Banks Target Zero Day Options to Escape Zero Yields
Japan’s regional banks are turning to zero-day options ... [Read more]
Repacks Rebooted: Insurers Turn to Structured Notes for Alpha
Repackaged notes are increasing in popularity as insurance ... [Read more]
Policy Tailwinds – Leveraging a Megatrend to Effect Change
Nancy Floyd is founder of Nth Power, a ... [Read more]
Corporate Cybersecurity Risk – A Guide for Investors Part 2
In the second and final part of a ... [Read more]
How Overseas Investors are Using Options to Play Japan Equities
Overseas investor interest in Japan’s resurgent growth story ... [Read more]
Corporate Cybersecurity Risk – A Guide for Investors: Part 1
In a new two-part paper, Jason Mortimer, Head ... [Read more]
Green Hydrogen – Scaling Clean Power to Reach Net Zero
Roeland Baan is CEO of Topsoe, a Danish ... [Read more]
Progress over Perfection – Accelerating Battery Recycling
Amy Schumacher, CEO of The Heritage Group, a ... [Read more]
Hong Kong Harnesses Blockchain in Green Finance Push
Hong Kong’s use of blockchain in the green ... [Read more]
Green Hydrogen Will Unlock New, Scalable Opportunities in Clean Energy
As Europe scales up production and import of ... [Read more]
Regenerative Packaging – Quickening the End of Single-Use Plastic
Pierre Paslier, co-founder of Notpla, a London-based maker ... [Read more]
US 2024 Outlook – Slowdown, Recession and Last-Mile Inflation Risks Ahead?
US growth momentum is slowing following the surprising ... [Read more]
COP28 – Achievements and Outcomes
The Dubai summit achieved a landmark agreement to ... [Read more]
ESG360 – Sustainable Heroes XI: Green Leaders in Focus
China Investor Forum 2023 – The Global Economic Outlook
We are cautious on the economic outlook and ... [Read more]
ESG360 – Is Precision Fermentation the Future of Food?
Deploying Capital to Decarbonise Household Electrification
Biodegradable Plastic - Returning Consumer Waste to Nature
Niall Dunne, CEO of Polymateria, a UK-based maker ... [Read more]
Energy Independence – Policy and Geopolitical Impact
Sébastien Clerc, CEO of Voltalia, a French renewables ... [Read more]
Natural Capital – Restoring the Balance Between Biodiversity and Humanity
Dharsono Hartono is CEO of PT Rimba Makmur ... [Read more]
Virtuous Circle - Recyclable, Reusable and Compostable Packaging
Prabha Parameswaran, Group President, Growth and Strategy at ... [Read more]
Green Investing – Realizing a Renewable Future
Hidetake Takahashi, Head of Energy and Eco Services ... [Read more]
U.S. Waste Market Needs Better Incentives to Make an Impact
Moving the U.S. waste industry to a more ... [Read more]
Investors Focused on Solving EV Charging Infrastructure Conundrum
Electric vehicle adoption is outpacing charging infrastructure build-out ... [Read more]
The Growing U.S. Water Crisis
Western U.S. water shortages caused by mega droughts ... [Read more]
Consumer Demand for Eco-Packaging Boosts Green Materials Industry
Consumer demand for green packaging is providing a ... [Read more]
How Alternative Proteins Will Transform the World’s Food System
The alternative protein industry has emerged as a ... [Read more]
Green Hydrogen Set to be Mainstream by 2030
The convergence of several forces will usher in ... [Read more]
Addressing the Infrastructure Inflection Point
ESG360 – Sustainable Heroes X: Green Leaders in Focus
Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma
MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?
In this episode of our MacroBrew fireside podcast ... [Read more]
MacroBrew - Thailand: Who Will Form The Next Government?
Blue Bonds – A Blueprint for Ocean Conservation
Blue bonds, like their better known green cousins ... [Read more]
ESG360 – Blue Bonds: Unlocking the Ocean’s Potential
Are Carbon Markets the Missing Piece in the Climate Change Puzzle?
Carbon markets are an often overlooked solution for ... [Read more]
MacroBrew - The ECB and BoE: Fighting for The Last Hike
MacroBrew - US Debt Limit: Is It Worse Than 2011?
Combining Innovation and Investment to Power the Energy Transition
The energy transition will be driven by entrepreneurs ... [Read more]
ESG360 - Cyberattack: The Growing Threat for ESG Investors
China’s Demographic Timebomb: Lessons from Japan’s Lost Decades
China is contending with a low birthrate and ... [Read more]
Why Cybersecurity Is the Biggest Hidden ESG Risk
Cybersecurity is fast becoming the top global risk ... [Read more]
Battery Reincarnation – A Second Life in Rural Electrification
Lina Lee is Co-Founder of Durapower, a Singapore-based ... [Read more]
MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?
Euro Sovereign Debt Crisis: This Time Is Different
MacroBrew - How Fast Has China's Reopening Been So Far?
Scaling Solar – Harnessing Agriculture to Boost Deployment
Alexander Arcache is Managing Director and founder of ... [Read more]
MacroBrew – Nomura Macro Outlook 2023: Tough Choices
How the Changing Rates Outlook is Boosting Demand for Convexity Hedging
Purpose over Profit - Using Clean Energy to Alleviate Poverty
Vineet Mittal is Chairman of Avaada Group, a ... [Read more]
ESG360 Outlook 2023: Part 2 - Policy Themes to Watch
ESG360 Outlook 2023: Part 1 - Will Green Deals Rebound?
MacroBrew: Will the ECB be the Last Major Central Bank Hiking?
Trade not Aid – Rewarding Communities for Protecting Nature
Ana Haurie is CEO of Respira International, an ... [Read more]
US 2023 Outlook: The Economic Costs of Curbing Inflation
Magic Meat – Growing Animal Protein to Reduce Emissions
Josh Tetrick is CEO of Eat Just, a ... [Read more]
ESG360 – The ‘S’ Factor in East Asia: Key Takeaways from the Series
MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches
MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches
MacroBrew – The Big ECB and BOE Week
The Diversity Dividend - Equity as the Bridge to Inclusion
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Our early warning model of EM exchange rate ... [Read more]
COP27 – Achievements and Outcomes
ESG360 – COP27: A Review of the UN's Climate Change Conference
MacroBrew – US: Soft CPI, Fed Implications and Politics
ESG360 – Gender Equality, Disability and the Diversity Dividend
US: Recession Imminent – Will the Economy Recover by 2024?
We continue to expect an imminent recession and ... [Read more]
MacroBrew – What Sways The Fed?
ESG360 – How AgTech is Revolutionising the Food Chain
MacroBrew - Are we Heading into a Global Food Crisis?
MacroBrew - Hawkish BOE and UK Fiscal Policy to the Rescue?
MacroBrew - A Much More Hawkish ECB, Where Will It End?
Asia Recovery Interrupted As Recessions Loom In Europe, US
Quantamental Analysis Combines the Best of Both Worlds
Quantamental analysis is gaining popularity among the investing ... [Read more]
The Green Pivot - How an Energy Giant is Shifting To Renewables
Patrick Pouyanné, CEO of TotalEnergies, the French energy ... [Read more]
Decarbonizing Heavy Industry is Key to Climate Progress
Technological progress, policy incentives and investment will speed ... [Read more]
MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?
We See More Major Economies Tipping Into Recession
In addition to the US, we now expect ... [Read more]
Climate Disclosure Rules Will Trigger ‘Race to the Top’
A global push for mandatory climate disclosures will ... [Read more]
Robotaxis Set to Revolutionize Auto Transport
There will be more change in the mobility ... [Read more]
US: Staring into the Void – A Recession is Now Likely
The Fed’s commitment to restoring price stability will ... [Read more]
MacroBrew - US Recession Risks
MacroBrew - US: A Recession is Now Likely
The Fed’s commitment to restoring price stability will ... [Read more]
All Things Point to One Way for Inflation: Up, Says Richard Koo
Climate change is driving sharp increases in fossil ... [Read more]
Openness, Transparency are Key for Biotech Growth, Says Dr. Moore
US policy actions pose significant challenges to collaboration ... [Read more]
Restoring Price Stability is Fed’s Primary Focus, says Clarida
Fed’s pace of rate hikes this year will ... [Read more]
MacroBrew - Asia Insights: Taking the Temperature of Asia's Underlying Inflation
MacroBrew - The ECB & BOE: Earlier and Faster Hikes?
ESG360 - Fixing the Problem with U.S. Quality Investing
MacroBrew – Asia Insights: ASEAN Border Reopenings
MacroBrew - Fed’s hawkish pivot despite peaking inflation
How Artificial Intelligence is Reshaping ESG Ratings
Some of the biggest global investors including Japan's ... [Read more]
ESG360 - How War in Ukraine can Accelerate Renewables Adoption
MacroBrew - French Elections: Could Le Pen Win?
MacroBrew - The Fed’s changing reaction function
MacroBrew - JPY Depreciation and the Possible Policy Risks
MacroBrew - FOMC preview and US economy update
ESG360 - How Solar Power Can Fuel the Green Energy Transition
MacroBrew - US Growth, Inflation and The Fed Call
MacroBrew - China's Zero COVID-19 Policy
MacroBrew - The ECB, BOE, and RBA Hikes Ahead
Trading with a Conscience Reaches the Dealing Floor
ESG is starting to influence the trading floor ... [Read more]
MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies
MacroBrew - G10 FX: Events and themes in 2022
MacroBrew - FOMC Preview and Implications for the Dollar in 30
ESG360 - What to Watch in 2022
MacroBrew - The Covid 19 Endgame Part II: Inequality
The 'S' In ESG: How Japan’s Employment Model Can be a Blueprint for a Post-Covid World
Japan’s brand of community capitalism is experiencing a ... [Read more]
US 2022 Economic Outlook: Strong but Slowing Growth, Elevated Inflation and Policy Normalization
ESG NOW! - Highlights from Nomura’s 2021 Sustainability Forum
Nuclear Fusion Is the Dream of Clean Energy, Says Venture Capital Founder
Wal van Lierop, founder and managing partner at ... [Read more]
MacroBrew – Global Economic Outlook 2022: The heat is on... for now
Our strategists share their top FX and rates ... [Read more]
ESG NOW! UN Oceans Patron Pugh - We are Set to Lose the World’s Coral Reefs
ESG NOW! Finance Sector Can Drive Change, Says Former COP26 President O’Neill
ESG NOW! Carbon Markets Panel Sees Huge Opportunity for Carbon Offset Funds
MacroBrew - The Covid 19 Endgame
The Covid-19 Endgame: Learning to Live With it
The endgame of Covid-19 leaves economists in a ... [Read more]
US Water Wars – How Climate Change is Driving Water Scarcity
Megadroughts in some US states could be a ... [Read more]
COP26: What to Expect from the UN’s Climate Summit
Ahead of COP26 in Glasgow, five sustainability experts ... [Read more]
Nomura’s Jeff McDermott: Asia is Mission Critical to Address Climate Change
MacroBrew - US Insights: Higher Inflation Ahead
Inflation expected to go higher in the near ... [Read more]
US: Evolving Political and Macro Developments to Limit Biden's Agenda
Declining popularity, elevated inflation and worsening intraparty disputes ... [Read more]
The “Troubled Ten” in EM
We warn of ten economies that appear most ... [Read more]
Investing in the Art and Collectables Market: A $1.7 Trillion Asset Class
Investment in the art market, which has traditionally ... [Read more]
ESG: Fad or Future?
As ESG investing gains momentum, we explore the ... [Read more]
Introducing Cassandra: Our Early Warning Model for Financial Crises
Cassandra is currently highlighting six economies – including ... [Read more]
Paul Polman: Embedding ESG in Business is the Right Thing to Do
Businesses must move from corporate social responsibility to ... [Read more]
William Dudley: Recovery to be Sustained and Inflation to be Transitory
William Dudley, former President and CEO of the ... [Read more]
US Economy- A Closer Look at Inflation Expectations
Most measures of inflation expectations remain at a ... [Read more]
How are Supply Constraints Affecting the US Labor Market Recovery?
Taking stock and looking ahead ... [Read more]
US: Domestic Priorities for the Biden Administration in 2021
Vaccine rollout, pandemic support and infrastructure investment will ... [Read more]
Biden’s Green Shift and its Impact on Asia
A pillar of US President Joe Biden’s bid ... [Read more]
Fireside Chats - US Outlook: New Year, new President, new America?
What does 2021 hold for the USA? ... [Read more]
US: 2021 Economic Outlook: Searching for normal
2021 Equities Outlook: ...it is more about 2022
Biden gears up the US auto-industry to get back on a more sustainable track.
Given Biden's pledges to reform environmental policy what ... [Read more]
Fireside Chats: 2021 Outlook – Global restoration, converting hope into reality.
Our Global outlook for 2021. ... [Read more]
Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.
What will 2021 mean for FX markets? ... [Read more]
Fireside Chats: ESG Insights – ESG’s star performance in 2020, its role in bank capital issuance, & what’s next?
Emerging Markets’ Quantitative Easing Amid Rising Investor Discrimination
Analysis of the rapid growth in 20 EM ... [Read more]
Asia under Bidenomics
Following the recent US elections, we explore the ... [Read more]
Highlights from Nomura ESG Conference 2020
The global pandemic and increasing severity of climate ... [Read more]
Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?
How are FX markets dealing with the recent ... [Read more]
Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?
Our US Economics team on what to make ... [Read more]
The 2020 US Presidential Election - What to know?
With less than a week till Election Day ... [Read more]
Fireside Chats – The 2020 US Election: Trump vs Biden, who will be ‘shut up’ for good?
We talk with Robert Dent, from our US ... [Read more]
Economic Policy under a Biden Administration
If Biden wins in November, he is likely ... [Read more]
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]
The Covid-19 Crisis will Accelerate the Adoption of ESG Policies
Demand for sustainable finance solutions and products will ... [Read more]
The world post Covid-19 (part 2)
Fireside Chats - The World After Covid-19: What can we expect?
Will Climate Change, food security and social life ... [Read more]
The Rise of eSports: An already growing ecosystem now accelerated by current events
The eSports ecosystem and related industries are expected ... [Read more]
FX Options: Embracing the Potential of Platforms
Regulatory requirements, clients’ drive for efficiency, and the ... [Read more]
Fireside Chats - The 2020 Presidential Election: What will it mean for markets?
In our latest Fireside Chat episode we discuss ... [Read more]
Nomura Investment Forum Asia: ESG Perspectives
With Covid-19 being a common factor affecting the ... [Read more]
Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Gauging the Risk of a Second Wave of Covid-19
We develop a visual tool to assess the ... [Read more]
US: Updating our Forecast as the Covid-19 Outbreak Matures
Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?
Craig Chan our Global Head of FX Strategy ... [Read more]
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]
Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises
Damocles is based on a noise-to-signals approach in ... [Read more]
The Global Economic Impact of Covid-19
Our weekly update on the global economic impact ... [Read more]
2020 US Outlook: Extending a long expansion
Extending a long expansion ... [Read more]
Event Risk Radar
Global Economic Outlook 2020: On Shaky Foundations
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
Nomura's Commitment to Infrastructure and Power Finance
Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity
We have been downbeat on the global economic ... [Read more]
Asia Mid-Year Equities Outlook 2019
Are the Major Central Banks Trapped?
The policy reaction function of many of the ... [Read more]
Global midyear economic outlook 2019
Central bankers step up to the plate as ... [Read more]
Damocles Update: Who is at Risk?
Damocles is based on a noise-to-signals approach in ... [Read more]
US-China Trade Diversion: Who Benefits?
The ongoing and escalating US-China trade friction is ... [Read more]
NIFA featured article - New Equilibrium: US-China Tensions and the Fate of Free Trade
Ten years after the financial crisis: a more stable financial system with new risks
Demystifying blockchain technology: what you need to know
From its inception a decade ago, blockchain is ... [Read more]
US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia
Damocles: our early warning indicator of exchange rate crises
Despite the lessons learned from past crises, currency ... [Read more]
Deciphering EM Rate Expectations
What are some of the patterns in Asia ... [Read more]