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Market Trends
Algos: Do They Need to be Independent?
July 7, 2016
Algorithmic trading is under the microscope with U.S. regulators looking into the roles and responsibilities of algos and their providers
Real Estate
Research
"Brexit Firpta Gics!" (Translation: REITs Should Outperform)
June 28, 2016
A series of non-fundamental factors appear to be net near-term supportive for US REITs
Market Trends
Technology + Media + Telecom
Self-Driving Cars: It's a New World
June 27, 2016
The unveiling of the LeSEE concept car is not only the latest in a string of fast-moving technology advances, but a signal that the battle for a share of the multi-billion dollar autonomous marketplace has gone truly global.
Healthcare
Perspectives
Specialty Pharmaceutical Landscape: Q&A with Irina Koffler
June 25, 2016
Irina Koffler joined Mizuho as Managing Director and senior specialty pharmaceutical research analyst in 2015
Market Trends
Technology + Media + Telecom
No Let-Up for Gamers
June 24, 2016
If you thought that Call of Duty and Candy Crush had passed their peak, think again
Market Trends
Japanese Banks Take LatAm Lead
June 24, 2016
Japan’s three ‘mega-banks’ -- SMBC, MUFG and Mizuho – are benefiting from a scale-back in lending by European banks to entrench themselves in the South American market, according to an article by Latin Finance
Energy & Utilities
Research
Herbivores & Carnivores: M&A v2.0
June 21, 2016
We understand the urge to merge, but are confounded by embedded valuation metrics
Real Estate
Research
The Genesis Nemesis and a Bundle of Other Healthcare Topics Debated at NAREIT
June 13, 2016
We debate what matters most to the healthcare REITs during NAREIT, and used the conference to investigate longer-term theses that have yet to fully materialize
Research
Technology + Media + Telecom
Gamers Gonna Game! Gamer Survey Suggests Strength In Gaming Trends
June 10, 2016
We conducted a survey of 800 console gamers in the U.S.and found the overall gaming market robust