Focused Thinking
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
Annual Outlook
Turbulence ahead for Asia from Trumponomics, slowing exports and a weaker China
4 min read | December 2024
Economics
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Sustainability
Nomura’s first global sustainable finance event addressed a full range of ESG topics from COP26 to the green energy transition and lessons from Japan’s employment model in a post-Covid world.
12 min video | December 2021
Focused thinking
Gareth Nicholson, CIO and Head of Discretionary Portfolio Management, International Wealth Management, shares the top seven asset allocation themes going into 2022.
28 min video | December 2021
Sustainability
Panellists highlighted the important role and potential of carbon markets in the transition to net zero.
49 min video | December 2021
Sustainability
Claire O’Neill speaks about the success of COP26 and the incredible opportunities and risks presented by the green energy transition
29 min video | December 2021
Sustainability
Lewis Pugh speaks about swimming in the coldest oceans to highlight climate change
29 min video | December 2021
Economics
How worried should we be about Omicron?
60 min video | December 2021
Sustainability
Jeff McDermott, Nomura’s newly appointed Global Co-Head of Investment Banking talks about the pressing need for Asia to decarbonize and how Nomura can be a force for good in transitioning companies to greener energy.
15 min video | October 2021
Emerging Markets
In this Macrobrew@Nomura session we discuss China's outlook.
60 min video | October 2021
Focused thinking
Professor Shane Crotty and his team at the La Jolla Institute in California study immunity against infectious diseases. They investigate how the immune system remembers infections and vaccines.
60 min video | September 2021
Emerging Markets
An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.
60 min video | September 2021