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What return-to-office trends tell us about commercial REITsWhat return-to-office trends tell us about commercial REITs
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.
Food stocks stay resilientFood stocks stay resilient
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.
Navigating your career in a post-pandemic business world: Advice for this new chapterNavigating your career in a post-pandemic business world: Advice for this new chapter
Perspectives

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.
Sustainability Series: Indebted to NatureSustainability Series: Indebted to Nature
Energy & Utilities

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.
Utilities: Time to play defenseUtilities: Time to play defense
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.
Equity capital markets - healthcare: Q1 2022 reviewEquity capital markets - healthcare: Q1 2022 review
Market 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.
Mizuho rating agency energy panel discussions 2022: Agencies exude calm through a geopolitical stormMizuho rating agency energy panel discussions 2022: Agencies exude calm through a geopolitical storm
Perspectives

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.
Equity capital markets – tech, media & telecom: Q1 2022 reviewEquity capital markets – tech, media & telecom: Q1 2022 review
Market Trends
Technology + Media + Telecom

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.
CROs poised to grow despite shift in biotech fundingCROs poised to grow despite shift in biotech funding
Research

CROs poised to grow despite shift in biotech funding

After reaching historically-high multiples in 2021, a shift in biotech funding is raising doubts about the industry’s growth prospects. Investors are overlooking positive signs, argues Ann Hynes, Senior US Healthcare Equity Research Analyst.

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