Insights from Mizuho Americas
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Category: Research
What return-to-office trends tell us about commercial REITs
"With the recent market sell-off, valuations for office REITS have dropped from near peak levels, but they could fall further and may remain low for the foreseeable future:" Mizuho's Vikram Malhotra on how work from home and a potential economic recession will impact REIT values.
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Category: Research
Food stocks stay resilient
Consumer staples have historically been viewed as a defensive investment, and companies that make snacks and nutritional supplements could offer a growth opportunity in an otherwise slumping market, says Food and Healthy Living analyst John Baumgartner.
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Category: Expert Opinions
Navigating your career in a post-pandemic business world: Advice for this new chapter
Upheaval has forged a uniquely flexible, adaptable faction of emerging talent entering the workforce, says Michal Katz, Head of Investment & Corporate Banking. She provides a few pieces of advice for recent graduates navigating this next phase of their lives.
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Category: Sustainability
Sustainability Series: Indebted to Nature
With more than half of the world’s economic output dependent on nature, biodiversity loss poses immense challenges for people, business, and the financial system. David Craig, co-chair of the new Taskforce on Nature-Related Financial Disclosures (TNFD), joined Mark Wheatcroft, Head of Sustainability, Mizuho EMEA, to discuss how we can help manage nature-related risks, shift financial flows, and create opportunities linking the environment and investment.
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Category: Research
Utilities: Time to play defense
Utilities have long been a defensive investment option in troubled times, which has certainly held true this year. Senior Electric Utilities analyst Anthony Crowdell discusses the factors contributing to the sector’s outperformance and the companies with higher growth potential.
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Category: Sustainability
An Integrated Approach to Sustainable Finance and ESG
At Mizuho, we recognize the important of integrating environmental, social and governance (ESG) factors across our business, and strive to further embed sustainability into our strategy and culture. In our latest video for Mizuho staff, we highlight our firm-wide sustainability initiatives to help raise awareness, encourage action, and increase our positive impact on our local communities and society more broadly.
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Category: Trends
Equity capital markets - healthcare: Q1 2022 review
Issuers, for the most part, were willing to sit this quarter out, say Kevin Davies and Stephen Roney, Healthcare Investment & Corporate Banking. They provide a detailed look at the healthcare market’s rough Q1, and advice for issuers on the path forward.
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Category: Expert Opinions
Mizuho rating agency energy panel discussions 2022: Agencies exude calm through a geopolitical storm
With energy markets experiencing disruptions on a scale not seen in decades, there was plenty to talk about at Mizuho’s fourth annual rating agency panel, which focused on prospects for production growth and the adequacy of infrastructure investments to keep up with shifting energy flows. Michael Gorelick, Head of Ratings Advisory, provides key highlights.
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Category: Trends
Equity capital markets – tech, media & telecom: Q1 2022 review
Facing a multitude of macro headwinds ranging from ongoing inflationary pressures to geopolitical tensions, equity markets have been quite turbulent. Head of TMT ECM & SPAC Origination Andy Laszlo recaps the TMT market over the first quarter.