Focused Thinking
Economics
The private credit market is rapidly evolving, with new players, products and rules set to help it reach a projected $2.64tn by 2029.
3 min read | March 2025
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 2025 by region.
3 min read | March 2025
Central Banks
US tariffs are likely to hamper European growth rather than cause an inflationary problem, making it more likely that European central banks further lower rates.
4 min read | February 2025
Economics
As investors weigh up whether US equities can defy gravity for another year, buying quality and selling junk stocks offers a hedge in the event of a downturn.
3 min read | February 2025
Annual Outlook
The ECB’s focus is shifting from high inflation to worries about anemic economic growth. We increasingly believe the consumer-led recovery is unlikely to materialize. Consequently, we expect the ECB to lower rates to below neutral to support the economy
8 min read | December 2024
Economics
Regulatory clarifications have opened-up the market for bond buybacks, allowing financial firms to proactively manage upcoming refinancing of regulatory capital.
3 min read | November 2024
Economics
Interest rate rises triggering opposite effects in the euro versus the dollar volatility market have created new investment opportunities.
3 min read | October 2024
Economics
The highly volatile market environment calls for effective stock selection based on balancing fundamentals with momentum.
5 min read | October 2024
Central Banks
We have seen an overall slowdown in long-term GDP growth across different global economies in the last 15-20 years and, in our long-term view, this trajectory will continue.
6 min read | September 2024
Economics
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
Central Banks
We believe Germany is in recession and structural factors such as manufacturing competition from China and an ageing and shrinking workforce will lead to a period of stagnation.
4 min read | September 2024
Japan in focus
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
Luzius Wirth is CEO of idverde, a sustainability-focused landscaping and maintenance company. Luzius tells Nomura Greentech that he sees more demand for biodiversity projects combining urbanization and nature to help people and the planet thrive.
3 min read | August 2024
Sustainability
Leon Farrant is the CEO of Green Li-ion, a battery recycling company. Leon tells Nomura Greentech that he is pioneering innovative technology to create a circular economy for lithium-ion batteries.
3 min read | August 2024