Focused Thinking
Technology
Xavier Barbaro is CEO of Neoen, a renewables producer. Xavier tells Nomura Greentech that he is accelerating the roll out of battery storage as the next revolution in the green energy transition.
3 min read | July 2024
Economics
Midstream energy infrastructure, space exploration, electric vehicles and health tech are themes of the future that can potentially enhance absolute returns.
4 min read | July 2024
Central Banks
It is becoming more difficult to reduce the fiscal deficit, as government debt continues to climb and efforts to increase revenue through taxes remain stagnant.
5 min read | July 2024
Central Banks
Emerging market buyers have wrested control of the gold market from the West, said Mr. John Reade, Chief Market Strategist, World Gold Council.
4 min read | July 2024
Volatility
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
Economics
The combination of higher debt levels with higher interest rates and higher risks including geopolitical risks, is tailor-made for accidents.
3 min read | June 2024
Sustainability
We speak with the individuals who featured in the Summer 2024 edition of Nomura Greentech’s Sustainable Heroes magazine, which shines a spotlight on the trailblazers transforming our core systems to create a better world.
32 min video | June 2024
Economics
Assessing China’s hidden trade with America.
3 min read | May 2024
Economics
Higher immigration does not fully account for recent labor market resilience
2 min read | May 2024
Japan in focus
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
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
Sustainability
Nancy Floyd is founder of Nth Power, a US sustainability-focused venture capital firm. Nancy tells Nomura Greentech that the Inflation Reduction Act (IRA) combined with strong funding are a game-changer for clean tech firms.
4 min read | March 2024
Economics
The economic impact of superstar concerts, such as Taylor Swift’s, is likely more local than macro.
4 min read | March 2024
Technology
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