Focused Thinking

Sustainability

As the world recovers from COVID-19, investors will not lose sight of Sustainability, the trend of ESG issues will become more central to investing and business decisions will accelerate; this is already occurring.

Economics

Japan Cross-Shareholdings Enter a Dynamic New Era

As corporate governance reforms take hold in Japan, companies are changing how they manage some of their key business relationships.

4 min read | September 2024

Japan in focus

Japan Pioneered Transition Bonds but Needs Demand to Grow the Market

Japan's adoption of transition bonds to support heavy industry means that it now accounts for nearly 70% of global issuance

3 min read | September 2024

Sustainability

Urbanization and Population Growth to Drive Waste Recycling Opportunities

Global annual waste generation is expected to jump to 3.9bn tons by 2050

4 min read | July 2024

Technology

AI, Grid Reliability and Cost Driving Increased Demand for Microgrids

The prevalence of extreme weather events disconnecting businesses from the grid is leading some to seek alternatives such as distributed energy solutions

3 min read | July 2024

Technology

AI to Play Leading Role in Greener, Digitalized Energy System

A greener, more fragmented energy system will create the conditions for AI to deliver efficiencies.

3 min read | July 2024

Sustainability

More Flexible Carbon Offsets Needed for Heavy Emitters to Meet Net Zero Goals

Heavy emitters are at risk of missing their net zero targets as low emission products carry too much of a green premium and carbon offsets standards are too strict.

3 min read | July 2024

Sustainability

Hydrogen Investment Accelerates Amid Storage, Electrolyzer Challenges

Green hydrogen has the potential to produce nearly a fifth of total energy demand by 2050

3 min read | July 2024

Volatility

The Rise of Algo Trading in FX Markets

Calmer FX markets, liquidity fragmentation and the legacy of the pandemic are among the factors fuelling a new wave of algo usage.

3 min read | June 2024

Japan in focus

Japan Regional Banks Target Zero Day Options to Escape Zero Yields

Japan’s regional banks are turning to zero-day options linked to the S&P 500 index in their hunt for yield

3 min read | April 2024

Economics

Repacks Rebooted: Insurers Turn to Structured Notes for Alpha

Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers

3 min read | March 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors Part 2

In the second and final part of a new paper on cybersecurity, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, provides practical strategies investors can adopt when engaging portfolio companies to improve cyber hygiene with directly measurable impact.

3 min read | February 2024

Japan in focus

How Overseas Investors are Using Options to Play Japan Equities

Overseas investor interest in Japan’s resurgent growth story is boosting demand for equity derivatives on undervalued stocks as ongoing corporate governance reforms take the market higher.

3 min read | February 2024

Technology

Corporate Cybersecurity Risk – A Guide for Investors: Part 1

In a new two-part paper, Jason Mortimer, Head of Sustainable Investment – Fixed Income at Nomura Asset Management, examines how investors can leverage data insights to better engage with portfolio companies and mitigate cyber risk.

3 min read | February 2024

Sustainability

Hong Kong Harnesses Blockchain in Green Finance Push

Hong Kong’s use of blockchain in the green bonds sector highlights how the technology can be rolled out to reduce greenwashing while attracting a greater pool of investors.

3 min read | January 2024

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