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.
play
Volatility

Global Asset Allocation Outlook 2019: What does a slowdown regime mean for markets?

We’ve seen the market shift regimes where growth is heading sub-trend. The lack of policy maker ammunition may trigger more unconventional policies

1 min read | February 2019

play
Volatility

Europe in 2019: What will drive a recovery this year?

Our European Outlook looks at what will drive recovery in Europe in 2019.

3 min video | February 2019

play
Volatility

The UK in 2019: Why are global investors optimistic about the UK?

Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.

1 min read | February 2019

Volatility

New directions: diversification of alternative risk premia strategies

Despite a difficult year, investors remain keen to use alternative risk premia strategies. However, current approaches may be less diversified than they appear, especially given cross-contamination in cash equity factors. A more diversified approach making use of fixed income has led to better returns and a more resilient portfolio

1 min read | December 2018

Japan in focus

How X-Elio completed Japan’s largest solar sale

How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s evolution

4 min read | November 2018

Economics

Euroyen market delivers swift results

Euroyen bonds offer size and speed for banks seeking regulatory capital. Are more deals on the way?

4 min read | October 2018

Economics

In the hunt for yield where are the new sources of volatility?

As mainstream markets evolve, structured products that focus on volatility are becoming more central to risk management and investment. Traditional products, such as long-only equities or bonds, are no longer a sufficient means for investors to achieve their goals.

1 min read | September 2018

Economics

Why global bonds are still attractive to Japanese issuers

Issuance hit a record high in 2017 and conditions remain supportive for new issues.

3 min read | August 2018

Volatility

East meets West: How China’s Geely connected with Volvo Trucks

Nomura’s structuring apportioned risk between the various counterparties while ensuring that there was a simple contract to present to the Chinese regulators.

3 min read | August 2018

play
Economics

Why market volatility is inevitable

Our research analysts, as well as representatives from our sales and trading desks from around the globe discuss the inevitability of volatility, and its true meaning. Volatility is often misunderstood and can mean different things to different people.

3 min video | June 2018

Economics

From the factory to the lab: Central and Eastern Europe’s innovation push

Central and Eastern Europe has been a manufacturing hub for the rest of the continent, but the model is creaking as labour costs rise; will innovation in software and digital write the next chapter in its growth story?

4 min read | June 2018