From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Focused thinking: 3 min read
The world remains in the grip of Covid-19, but the pandemic can also serve as ... [Read more]
July 2020
Focused thinking: 2 min read
The Chinese economy is still a long way away from a full recovery, and it ... [Read more]
Our weekly updated overview highlights the key releases of global economic market data from around ... [Read more]
Focused thinking: 4 min read
We look at 6 ways that COVID-19 has helped address key issues in climate change. ... [Read more]
Covid-19 a blessing in disguise for climate change?
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Regulatory requirements, clients’ drive for efficiency, and the experience of working from home during the ... [Read more]
June 2020
FX Options: Embracing the Potential of Platforms
As with most other industries, the lockdowns imposed due to Covid-19 have resulted in a ... [Read more]
Nomura Investment Forum Asia: Covid-19 will reshape global auto industry
With Covid-19 being a common factor affecting the economy across industries, we also take a ... [Read more]
Nomura Investment Forum Asia: ESG perspectives
Unsurprisingly, the hospital sector is one of the industries that has been most impacted by ... [Read more]
Nomura Investment Forum Asia: Asia healthcare post Covid-19
During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what ... [Read more]
Nomura Investment Forum Asia: Asia equities market outlook
We develop a visual tool to assess the risk of a Covid-19 second wave as ... [Read more]
Gauging the risk of a second wave of Covid-19
Focused thinking: 18 min podcast
Fireside Chats - Forecasting a second wave of Covid-19
May 2020
Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?
Focused thinking: 9 min podcast
Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?
April 2020
World after reopening and ideas for Japanese equities
Focused thinking: 1 min read
Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]
Damocles update 3: Our early warning indicator of exchange rate crises