This quarter, Mizuho’s Equity Capital Markets team looks at the external macro forces affecting the biotech and healthcare sector, state of volatility and risk-off sentiment and how convertibles are holding up in the space.

Head of TMT ECM & SPAC Origination Andy Laszlo examines TMT issuance and breaks down the themes for the quarter.

The last few years have been a whirlwind, and those hoping for calm going forward may be sorely disappointed. Michal Katz, Head of Investment and Corporate Banking at Mizuho Americas, explains why volatility may be the new normal.

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.

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.

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.

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.

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.

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.