Focused Thinking
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026
Central Banks
We forecast ECB rates will remain unchanged through 2027 as inflation stays near target. However, tight labor markets and above-potential growth in 2028 risk pushing inflation higher, likely requiring at least two rate hikes to restore price stability.
4 min read | February 2026
Economics
The deal sends a message to the US that global economies are forging deals and strategic alliances with one another as the US becomes more insular
4 min read | February 2026
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2026 by region.
3 min read | January 2026
Annual Outlook
Various major drags on Europe’s economies might explain weak expectations for trend growth including de-globalisation, climate change, demographics, and in the UK’s case, Brexit. But could German fiscal loosening save the day?
3 min read | December 2025
Japan in focus
How to raise 150 trillion yen in investments to help Japan achieve a green transition and maintain economic growth.
3 min read | November 2025
Technology
Alex Wotton, Global Co-Head of Nomura Greentech, sat down with Takaki Kobayashi, Head of Nomura Greentech Japan at Nomura’s Transition Investments to Achieve Carbon Neutrality event in Tokyo to discuss the latest green M&A trends.
2 min read | November 2025
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
4 min read | October 2025
Japan in focus
How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.
3 min read | October 2025
Volatility
Tariff-related volatility is changing block trading patterns, making understanding the nuances of dark liquidity more critical to navigate stock trading in Europe.
3 min read | September 2025
Economics
Weak US nonfarm payrolls and a not too-hot CPI report have led Nomura economists to bring forward the timing of the next Fed rate cut to September from December
4 min read | August 2025