Focused Thinking

Videos

VOW21: Best of Volatility of the World 2021

Key note presentations on 5 things you didn't know about ESG, the challenges facing post pandemic economies, the evolution of the sustainability mega-trend, and how pursuing ESG investments need not trash your portfolio.

2 min read | July 2021

2021 Equities Outlook: ...it is more about 2022

In 2021, investors will likely focus on an eventual 2022 renormalization driven by potentially even better vaccines/therapeutics to help contain the spread of the virus.

17 min video | December 2020

Asia Outlook 2021 – Bracing for Reflation

We are overall quite positive on the outlook for Asia in 2021, with an above consensus GDP growth rebound.

6 min read | December 2020

Indonesia: Thoughts on Emerging Policy Challenges and Risks

In this webinar, we discuss recent major developments in Indonesia including lockdown measures re-imposed in Jakarta.

56 min video | September 2020

The world post Covid-19 (part 2)

The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.

29 min video | August 2020

UK and Euro Area Outlook 2020

New year, new decade, new risks?

2 min read | January 2020

Global Economic Outlook 2020: On Shaky Foundations

Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.

17 min video | January 2020

UK Outlook 2020

How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?

1 min read | January 2020

Brexit & FX Outlook 2020

Will this New Year mean a New Brexit?

2 min video | January 2020

Euro Area Outlook 2020

What's in store for the Euro Area as we move into 2020?

2 min video | January 2020

Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order

5 min video | December 2019

Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism

We expect Japan to remain on a path of “steady but slow” economic growth in 2020.

1 min video | December 2019

Preparing for the Next Surge in Food Prices

After surging in 2010-11, global food prices have been on a downtrend, but this can quickly change.

5 min video | December 2019

Indonesia: The Return of Fiscal Conservatism

2 min video | October 2019

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