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Utes Are Doing Well; Now What?Utes Are Doing Well; Now What?
Energy & Utilities
Research

Utes Are Doing Well; Now What?

January 10, 2016
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

January 5, 2016
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

December 22, 2015
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

December 17, 2015
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

December 16, 2015
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

December 13, 2015
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

December 1, 2015
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
comScore State of the US Online Retail Economy TakeawayscomScore State of the US Online Retail Economy Takeaways
Research
Technology + Media + Telecom

comScore State of the US Online Retail Economy Takeaways

November 24, 2015
We joined the comScore State of the U.S. Online Retail Economy in Q3 2015 webinar today to hear about key e-commerce trends that will drive the upcoming holiday season
Internet @ 20: More Dynamic, More Disruptive and More Desirable Than Ever BeforeInternet @ 20: More Dynamic, More Disruptive and More Desirable Than Ever Before
Research
Technology + Media + Telecom

Internet @ 20: More Dynamic, More Disruptive and More Desirable Than Ever Before

June 25, 2015
The pace of technology evolution over the past 20 years seems far more substantial than the prior 30 years and we believe that the next 10 years will be just as, or even more, critical for many Internet companies

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