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

Repacks Rebooted: Insurers Turn to Structured Notes for Alpha

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

Technology

How a Unique Financing Reduced Costs for Taiwan’s GlobalWafers

GlobalWafers, the world’s third biggest silicon wafer maker issued EUR345mn of Exchangeable Units.

2 min read | March 2024

Sustainability

Policy Tailwinds – Leveraging a Megatrend to Effect Change

Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.

4 min read | March 2024

Economics

Swiftonomics: The economic power of superstar concerts

The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.

4 min read | March 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors Part 2

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

Japan in focus

How Overseas Investors are Using Options to Play Japan Equities

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.

3 min read | February 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors: Part 1

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.

3 min read | February 2024

Sustainability

Green Hydrogen – Scaling Clean Power to Reach Net Zero

Roeland Baan is CEO of Topsoe, a Danish engineering company. Roeland tells Nomura Greentech that he is accelerating the rollout of green hydrogen to fight emissions in hard-to-abate industries.

4 min read | February 2024

Sustainability

Progress over Perfection – Accelerating Battery Recycling

Amy Schumacher, CEO of The Heritage Group, a U.S.-based sustainability investor, tells Nomura Greentech that she is applying generations of business experience to grow vital new industries such as battery recycling.

4 min read | February 2024

Sustainability

Hong Kong Harnesses Blockchain in Green Finance Push

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

Sustainability

Green Hydrogen Will Unlock New, Scalable Opportunities in Clean Energy

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.

3 min read | January 2024

Sustainability

Regenerative Packaging – Quickening the End of Single-Use Plastic

Pierre Paslier, co-founder of Notpla, a London-based maker of seaweed packaging. tells Nomura Greentech about his mission to consign single-use plastic to history.

4 min read | January 2024

Annual Outlook

US 2024 Outlook – Slowdown, Recession and Last-Mile Inflation Risks Ahead?

US growth momentum is slowing following the surprising resilience in 2023. We expect real GDP growth to average close to zero for 2024, with a below-trend average of 1.3% in H1 ahead of a mild recession in H2.

8 min read | January 2024

Sustainability

COP28 – Achievements and Outcomes

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

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