Focused Thinking

EMEA

At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

Central Banks

Is the ECB calling the end of the pandemic?

The ECB looks set to conclude its pandemic response program (PEPP) and step up its asset purchasing program (APP) in its stead.

5 min read | September 2021

Sustainability

Making a Mark - The Emergence of Impact Finance

An unconventional branch of finance looks set to play a bigger role on the world stage amid a growing realisation that urgent action is required to meet climate targets.

5 min read | September 2021

Sustainability

AI for Stock Selection – the ESG Connection

We introduce a novel AI-based technique for rating company ESG quality. Our method employs a unique Natural Language Processing (NLP) approach to analyse earnings call transcripts, uncovering ESG-relevant narratives and extracting ESG signals we can use to guide stock selection.

4 min read | August 2021

Volatility

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

Sustainability

The New ESG Playbook

EU Sustainable Finance Rules Start to Take Shape

3 min read | July 2021