Focused Thinking

Europe, Middle East and Africa

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.
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Central Banks

MacroBrew - The ECB & BOE: Earlier and Faster Hikes?

Our economist and desk strategist share thoughts on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.

28 min video | May 2022

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Sustainability

ESG360 - Fixing the Problem with U.S. Quality Investing

In this episode of ESG360, Joe Mezrich, Nomura’s Head of Equities Quantitative Strategy, shares his insights on how to fix the underperformance of U.S. 'quality' investing.

13 min video | May 2022

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Economics

MacroBrew – Asia Insights: ASEAN Border Reopenings

Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia

26 min video | May 2022

Technology

How Artificial Intelligence is Reshaping ESG Ratings

Some of the biggest global investors including Japan's Government Pension Investment Fund are using computer algorithms to gain deeper insights into the ESG effectiveness of companies they invest in.

4 min read | April 2022

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Sustainability

ESG360 - How War in Ukraine can Accelerate Renewables Adoption

In this episode of ESG360, we discuss Europe’s plan to reduce its reliance on Russian fossil fuels and what that means for the energy transition

22 min video | April 2022

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Economics

MacroBrew - French Elections: Could Le Pen Win?

Our economist and desk strategists share their thoughts on the upcoming French presidential election with the first round this upcoming weekend.

26 min video | April 2022

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Central Banks

MacroBrew - JPY Depreciation and the Possible Policy Risks

Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.

26 min video | April 2022

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Sustainability

ESG360 - The EU’s Social Taxonomy, Climate Risks and ESG in Ukraine

We discuss recent developments in the EU's social taxonomy, how financial firms are managing climate risk and the ESG implications in Ukraine

24 min video | March 2022

Sustainability

How Innovative Financing Gave a Solar Deal Global Scale

Amp Energy, a global renewables developer, secured a unique $350 million credit facility that could double in size to help it develop solar projects spanning the globe.

3 min read | March 2022

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Sustainability

ESG360 - How Solar Power Can Fuel the Green Energy Transition

We discuss the future of solar energy as pressure builds on countries to reach net zero emissions goals

15 min video | March 2022

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Central Banks

MacroBrew - US Growth, Inflation and The Fed Call

Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.

32 min video | March 2022

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Central Banks

MacroBrew - China's Zero COVID-19 Policy

Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.

32 min video | February 2022

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