Focused Thinking

Americas

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
Economics

Nomura Investment Forum: Trump Win a Backlash Against Elites, Says Koo

The result of the 2024 US presidential election was not a win for Trump, but rather a loss for America’s elite, according to Richard Koo, Chief Economist, Nomura Research Institute

3 min read | December 2024

Rates

How Uncleared Margin Rules are Driving Demand for Equity Futures

Regulatory drivers combined with higher rates are reshaping a corner of the derivatives market

4 min read | December 2024

Central Banks

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2024 by region.

3 min read | December 2024

Economics

US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | December 2024

Economics

Trump’s populist policies and the Triffin dilemma

The perceived safety of US dollar assets could be marred by Trump’s populist policies in his second presidency.

5 min read | November 2024

Economics

More Flexible Rules Spur Use of Bond Buybacks by Financial Firms

Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.

3 min read | November 2024

Economics

Where Euro Rates Volatility Has Outperformed the US Dollar

Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.

3 min read | October 2024

Economics

Positioning for a Q4 2024 bull run in equities

The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.

5 min read | October 2024

Central Banks

China Investor Forum: The Global Economic Outlook

We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.

6 min read | September 2024

Economics

Japan Cross-Shareholdings Enter a Dynamic New Era

As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.

4 min read | September 2024

Japan in focus

Japan Pioneered Transition Bonds but Needs Demand to Grow the Market

Japan's adoption of transition bonds to support heavy industry means that it now accounts for nearly 70% of global issuance

3 min read | September 2024

Sustainability

Backing Biodiversity

Luzius Wirth is CEO of idverde, a sustainability-focused landscaping and maintenance company. Luzius tells Nomura Greentech that he sees more demand for biodiversity projects combining urbanization and nature to help people and the planet thrive.

3 min read | August 2024

Sustainability

Lithium-ion Loop

Leon Farrant is the CEO of Green Li-ion, a battery recycling company. Leon tells Nomura Greentech that he is pioneering innovative technology to create a circular economy for lithium-ion batteries.

3 min read | August 2024

Sustainability

Industrial Decarbonization

Olivia Wassenaar is Head of Sustainability and Infrastructure at Apollo Asset Management. Olivia tells Nomura Greentech that she is helping a range of companies – including high emitters – decarbonize.

3 min read | August 2024

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