Focused Thinking
Sustainability
ESG is starting to influence the trading floor as desks from equities to currencies are being asked to justify their green credentials to win mandates.
3 min read | February 2022
Sustainability
Our guests discuss the EU’s controversial move to add natural gas and nuclear to its green taxonomy, and the increased issuance of social bonds driving change in Asia.
23 min video | February 2022
Central Banks
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
28 min video | February 2022
Rates
We discuss key events and themes to track in 2022, and how they might affect our views.
57 min video | January 2022
Sustainability
Charting the key trends shaping the world of sustainable finance as companies and countries strive to cut carbon emissions and make the world a fairer place.
28 min video | January 2022
Central Banks
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
Sustainability
Japan’s brand of community capitalism is experiencing a renaissance that fits into today’s societies as companies grapple with incorporating social issues into their business models.
5 min read | 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
Sustainability
Wal van Lierop, founder and managing partner at Chrysalix Venture Capital, told Nomura Greentech that nuclear fusion is needed to power the future of clean energy around the world.
5 min read | December 2021
Economics
High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.
4 min read | 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
Central Banks
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Economics
Our strategists share their top FX and rates views in 2022
32 min podcast | December 2021
Sustainability
Panellists highlighted the important role and potential of carbon markets in the transition to net zero.
49 min video | December 2021