At the close of 2023, we surveyed bond investors on their sentiment and outlook for the coming year. In the latest installment of Markets Mindset, Mizuho’s Head of IG DCM, Moshe Tomkiewicz, gives his take on key findings from the survey results.

GLP weight loss medications may soon reshape treatment pathways for a variety of diseases. The potential is so great, in fact, that GLP-1s are causing the most severe, sector-specific correction in the medtech space since COVID-19. Anthony Petrone, Senior Medical Devices, Diagnostics and Therapeutics Equity Research Analyst discusses this dislocation and how you should navigate the current cycle.

Apollo Co-President Jim Zelter, joined Rich Park, Co-Head of Financial Sponsors & Strategic Solutions at Mizuho Americas, to discuss the alternative asset management firm’s investment strategy during Mizuho’s “Cleared for Conversation: Aviation Insights and Networking Summit” event in October. Mizuho served as Lead Arranger and Advisor to Apollo’s aviation lending platform PK Airfinance’s acquisition of a $920 million portfolio of secured aviation loans from Standard Chartered in August. 

Mizuho Americas was recognized by Project Finance International (PFI) with five awards in 2023, including Americas Bank of the Year, for its achievements in financing groundbreaking power, energy, and infrastructure projects. 

Mizuho Americas is committed to delivering attractive and effective funding solutions in support of critical infrastructure projects serving the energy needs of millions of people. This year, two such transactions were honored with awards from IJ Investor. 

The U.S. oil and gas industry is experiencing a period of rapid consolidation, marked by a flurry of mergers and acquisitions. With two of the largest deals announced this year, Nitin Kumar, Senior U.S. Energy Analyst, dissects the impact of this rapid consolidation and how the current market landscape plays a role in these major acquisitions.

In 2010, Start Small Think Big was founded with the goal of helping historically marginalized and low- and moderate-income entrepreneurs succeed. To date, the organization has grown substantially with resources tailored to addressing the unique needs of its network of 10,000 small businesses. Learn more about their commitment to furthering social and economic equity.

The period of cash-only (or mostly) M&A transactions spurred by near zero interest rates has been replaced with tighter monetary policy, uncertain capital markets, anti-trust regulatory challenges and geopolitical conflicts. During our recent Finance Leaders Forum in September, Atish Basu, Mizuho Americas’ Head of Industrials Investment & Corporate Banking, led a panel discussion with Kevin Costantino, President and Co-Head of US M&A, Greenhill & Co. and Mizuho Americas’ Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Seth Mair, Managing Director, Head of Investment Grade Loan Capital Markets, on current M&A dealmaking and financing trends as the market adjusts to a new normal.

In our latest Markets Mindset roundtable, Mizuho Investment & Corporate Banking experts, Jeb Slowik and Moshe Tomkiewicz give their thoughts on recent trends within the Leveraged Finance and Investment Grade markets respectively. Victor Forte, Head of Investment Grade Capital Markets & Syndicate, leads the discussion on the factors affecting their markets including recent events in the Middle East and if the Fed will keep rates higher for longer.