Focused Thinking

Asia

Our experience navigating Asia’s cultures and customs is unrivaled. With integrated global access and deep roots in Asia, Nomura Connects is where our rigorous research meets our extensive global footprint and provides true insights to one connected market.
Sustainability

Trading with a Conscience Reaches the Dealing Floor

ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.

3 min read | February 2022

Sustainability
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The EU's Green Taxonomy and the Rise of Social Bonds in Asia

Our guests discuss the EU’s controversial move to add natural gas and nuclear to its green taxonomy, and the increased issuance of social bonds driving change in Asia.

23 min video | February 2022

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Central Banks

MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies

The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.

28 min video | February 2022

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Central Banks

MacroBrew - The BOJ’s Policy Stance

We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.

44 min podcast | January 2022

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Rates

MacroBrew - G10 FX: Events and themes in 2022

We discuss key events and themes to track in 2022, and how they might affect our views.

57 min video | January 2022

Sustainability

China’s Net Zero Goal – Mapping the Decarbonization Path of Asia’s Superpower

China committed to net zero by 2060 but what will it take to reach that goal for the world’s biggest energy consumer?

5 min read | January 2022

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Sustainability

ESG360 - What to Watch in 2022

Charting the key trends shaping the world of sustainable finance as companies and countries strive to cut carbon emissions and make the world a fairer place.

28 min video | January 2022

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Economics

MacroBrew - Japanese Macroeconomic Outlook and Market Strategies for 2022

Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead

26 min video | January 2022

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Central Banks

MacroBrew - The Covid 19 Endgame Part II: Inequality

Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.

28 min video | January 2022

Sustainability

The 'S' In ESG: How Japan’s Employment Model Can be a Blueprint for a Post-Covid World

Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.

5 min read | January 2022

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Sustainability

ESG NOW! - Highlights from Nomura’s 2021 Sustainability Forum

Nomura’s first global sustainable finance event addressed a full range of ESG topics from COP26 to the green energy transition and lessons from Japan’s employment model in a post-Covid world.

12 min video | December 2021

Economics

Global Economic Outlook 2022 - The heat is on... for now

High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.

4 min read | December 2021

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MacroBrew - International Wealth Management Top Asset Allocation Themes 2022

Gareth Nicholson, CIO and Head of Discretionary Portfolio Management, International Wealth Management, shares the top seven asset allocation themes going into 2022.

28 min video | December 2021

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Central Banks

MacroBrew – Global Economic Outlook 2022: The heat is on... for now

Our strategists share their top FX and rates views in 2022

30 min podcast | December 2021

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