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.
Sustainability

The Growing U.S. Water Crisis

Western U.S. water shortages caused by mega droughts combined with under investment in the industry threaten a crisis unless desalination technologies improve or fresh water is used more efficiently.

3 min read | July 2023

Sustainability

Consumer Demand for Eco-Packaging Boosts Green Materials Industry

Consumer demand for green packaging is providing a tailwind for eco and recycled materials but more policy support and collaboration is needed before the industry can make a bigger decarbonization impact.

3 min read | July 2023

Sustainability

How Alternative Proteins Will Transform the World’s Food System

The alternative protein industry has emerged as a solution to the unsustainable practices of intensive agriculture but more investment is required to create a new low-emission food system in the coming decades.

3 min read | July 2023

Sustainability

Green Hydrogen Set to be Mainstream by 2030

The convergence of several forces will usher in a new era of power generation driven by clean and low-carbon hydrogen.

3 min read | July 2023

Japan in focus

Japan’s Three Lost Decades – Escaping Deflation

Investor interest in the Japanese economy is increasing globally, due to expectations of an end to deflation. We summarize the major events that led to a decades-long deflationary spiral.

4 min read | July 2023

Sustainability

Addressing the Infrastructure Inflection Point

Innovative financing is an essential component of the green energy transition. Vinod Mukani, Global Head of Infrastructure and Power Finance, discusses how opportunities must be looked at differently in order to make infrastructure assets truly bankable.

3 min read | June 2023

play
Sustainability

ESG360 – Sustainable Heroes X: Green Leaders in Focus

We feature 4 individuals who appeared in the Summer 2023 edition of Nomura Greentech’s Sustainable Heroes magazine, which shines a spotlight on some of the trailblazers who are accelerating the net zero transition.

29 min video | June 2023

Economics

Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma

“We’re likely to have a very different economic cycle where the recession, if and when it comes, will be much later than anticipated,” said Mr. Sharma at the Nomura Investment Forum Asia 2023.

3 min read | June 2023

play
Central Banks

MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows.

3 min read | May 2023

play
Central Banks

MacroBrew - Thailand: Who Will Form The Next Government?

In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results.

26 min video | May 2023

Sustainability

Blue Bonds – A Blueprint for Ocean Conservation

Blue bonds, like their better known green cousins, are growing in popularity as awareness of ocean conservation becomes more important and countries commit to protecting the seas.

3 min read | May 2023

play
Sustainability

ESG360 – Blue Bonds: Unlocking the Ocean’s Potential

The recent UN accord to protect 30% of the Oceans by 2030 combined with increasing investor appetite are providing the ingredients to unleash growth in blue bonds, which aim to expand the ocean economy.

15 min video | May 2023

Sustainability

Are Carbon Markets the Missing Piece in the Climate Change Puzzle?

Carbon markets are an often overlooked solution for combatting climate change. Andrew Bowley, Sustainability Governance Officer, explains that as more firms make net-zero commitments, we need to make it easier to offset emissions.

3 min read | May 2023

play
Central Banks

MacroBrew - The ECB and BoE: Fighting for The Last Hike

In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

18 min video | April 2023

1 2 3 4 5 6 7 8 9 10 11