Insights from Mizuho Americas
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Category: Research
As summer fades to fall, will biotech stay in season?
A key question for biotech investors and operators is whether the sector’s recent summer comeback will continue. Biotech analyst Salim Syed examines the recent trends.
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Category: Research
For the next neuroscience breakthroughs, look to smaller biotech companies
The incredible complexity of the human brain has rendered treatments for central nervous system disorders elusive. But an emerging group of small- and mid-cap biotech companies are working on novel drug therapies that may finally deliver meaningful improvements. Senior Equity Research Analyst Graig Suvannavejh explains.
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Category: Trends
Positioning for resiliency and success
With a fleet of over 1,800 aircraft representing approximately $70 billion in total owned assets, AerCap is the largest owner of commercial aircraft in the world. AerCap CFO Peter Juhas speaks with Mizuho's Andrew Waddington about the company's strategy toward change and how they have overcome challenges in the aviation industry.
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Category: Mizuho Spotlight
The Marcy Lab School: Higher education reimagined and revolutionized
Since 2019, the Marcy Lab School, a higher-education alternative serving primarily Black and Hispanic communities, has been helping students land high-paying software engineering jobs. The Mizuho USA Foundation is a proud supporter of this smart, bold initiative, which is helping underrepresented young people ascend the socioeconomic ranks.
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Category: Research
The analyst: Vikram Malhotra on return-to-work and office REITs
In our new series, “The Analyst,” we showcase the thematic insights of our equity research analysts. For our inaugural video, Senior REITs Analyst Vikram Malhotra discusses his outlook for how the evolving work environment could impact office markets from his perspective as a former real estate appraiser, consultant, and tenured analyst.
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Category: Research
The housing market has peaked. What’s next for residential REITs?
Between elevated home prices and higher rates, housing affordability hit a 15-year low in June. This decreased affordability is likely to weaken demand and home prices, but REIT investors should keep the situation in perspective, as rental property REITs may actually benefit.
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Category: Trends
At the vanguard of digital transformation
Our new series, Blindspots, examines the evolving role of the CFO. Our next guest is Chris Lapointe, Chief Financial Officer of SoFi, a new order of finance company whose goal is to help people get their money right.
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Category: Trends
Mizuho Collaborates: the state of life sciences and the implications for real estate
The life sciences market is in flux. What does that mean for real estate? Senior REITs Equity Research Analyst Vikram Malhotra and Senior Biotech Equity Research Analysts Salim Syed and Mara Goldstein sit down to discuss key points from their cross-sector note titled “Mizuho Collaborates, The State of Life Sciences and the Implications for Real Estate.”
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Category: Trends
Equity capital markets – tech, media & telecom: Q2 2022 review
Equity markets continued their downward trend in Q2 2022 as the S&P 500 suffered its worst first half of a year since Nixon's presidency in 1970. The TMT team provides thoughts, themes, and Mizuho highlights from the quarter.