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Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be ToppingBubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping
Real Estate
Research
Technology + Media + Telecom

Bubble Jeopardy 2.0: Leading Indicators That The Private Tech Market May Be Topping

We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market
As the Year Turns; Differentiated Research on Sequential Year Stock PerformanceAs the Year Turns; Differentiated Research on Sequential Year Stock Performance
Real Estate
Research

As the Year Turns; Differentiated Research on Sequential Year Stock Performance

Following the year 2015 when more than 30 US REITs produced total return at the extremes we looked back over a 20-year history to investigate how REITs tend to perform in successive years
Utes Are Doing Well; Now What?Utes Are Doing Well; Now What?
Energy & Utilities
Research

Utes Are Doing Well; Now What?

For the first trading week of 2016, utilities are up 600 bps relative to the S&P 500
Historical Healthcare Performance, Election Years and 2016 Top PicksHistorical Healthcare Performance, Election Years and 2016 Top Picks
Healthcare
Research

Historical Healthcare Performance, Election Years and 2016 Top Picks

Most investors would agree that elections matter to the performance of healthcare services stocks
2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue
Healthcare
Research
Technology + Media + Telecom

2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue

Our top biotech pick for 2016 is TSRO. We like VARUBI's chances of success and think two data readouts in 1H16 for the PARP inhibitor niraparib could be even larger catalysts for the stock
Our View on Fed Lift-Off and the US REITsOur View on Fed Lift-Off and the US REITs
Real Estate
Research

Our View on Fed Lift-Off and the US REITs

The Fed's decision to raise short-term interest rates this week came too early, according to MSUSA Chief Economist Steve Ricchiuto, and it could prompt increased risk that the US economy will eventually fall into deflation
Mizuho Mobile Market Survey 2.0Mizuho Mobile Market Survey 2.0
Research
Technology + Media + Telecom

Mizuho Mobile Market Survey 2.0

In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways
Sweet 16 - Investment Themes for 2016Sweet 16 - Investment Themes for 2016
Energy & Utilities
Research

Sweet 16 - Investment Themes for 2016

We present our 16 Key Investment Themes for 2016. The year ahead could prove to be challenging on many fronts and we expect investors to tread carefully and remain nimble throughout the year.
Let's Not Miss the Forest for the Trees; Macro Drives Ute Sector AppealLet's Not Miss the Forest for the Trees; Macro Drives Ute Sector Appeal
Energy & Utilities
Research

Let's Not Miss the Forest for the Trees; Macro Drives Ute Sector Appeal

Investors are focused on the possibility of a December 16 Fed rate hike and if rates will continue to rise. Not surprisingly, utility investors are on the sidelines

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