When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing

Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes

Despite its size and importance for corporates, the commercial paper markets are typically a low profile corner of the capital markets and rarely get much press

QCOM announced the agreement to acquire NXPI for $110 per share, a modest ~13x F18E consensus of $8.32

Real estate has outperformed other markets in recent years, which has simultaneously raised celebrations and concerns, all the while begging more than a few questions

After two weeks of meetings/calls with clients following our recent launch, we present our summary takeaways

There are significant opportunities available to corporates across the financing spectrum today

We think the physician services group could meet 3Q16 consensus estimates, which should be a positive event given negative investor sentiment and the weakness in the stocks since 2Q earnings

The Honolulu MSA continues to thrive, supported by a vibrant tourism industry that is undisturbed by the recent currency fluctuations that have slowed other US tourist destinations