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.
Rates

A Measured Approach to ESG Investing

An overlay technique of consensus-ratings to improve the ESG quality of portfolios

5 min read | June 2021

Economics

How are Supply Constraints Affecting the US Labor Market Recovery?

Taking stock and looking ahead

4 min read | June 2021

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Economics

MacroBrew - US Insights: Outlook for infrastructure and fiscal spending

What are Biden's plans for growth this year?

22 min podcast | April 2021

Economics

Japan begins discussions on carbon pricing framework

As part of global moves toward reducing carbon emissions, attention will likely focus on the debate surrounding carbon pricing in 2021.

3 min read | March 2021

Economics

US: Domestic Priorities for the Biden Administration in 2021

Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities

5 min read | January 2021

Economics

Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min read | January 2021

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Economics

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA?

3 min podcast | January 2021

Economics

US: 2021 Economic Outlook: Searching for normal

3 min read | January 2021

Economics

2021 Global Economic Outlook - A topsy-turvy recovery

The still-raging pandemic produced a unique recession in 2020, but what does the future hold?

4 min read | December 2020

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Central Banks

2021 Equities Outlook: ...it is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020

Volatility

Biden gears up the US auto-industry to get back on a more sustainable track.

Given Biden's pledges to reform environmental policy what are the likely repercussions for the auto industry?

4 min read | December 2020

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Volatility

Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.

What will 2021 mean for FX markets?

28 min podcast | December 2020