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Corporate preparedness in the age of increased investor activismCorporate preparedness in the age of increased investor activism
Market Trends

Corporate preparedness in the age of increased investor activism

Not only is shareholder activism expected to keep pace in 2023, activist campaigns are moving beyond the traditional playbook. And with activists often spending months formulating a plan before approaching corporations, it’s critical for companies to level the playing field by proactively assessing business vulnerabilities. Michal Katz, Head of Investment & Corporate Banking, discusses the key strategies and appropriate mechanisms for successfully mounting an activist response plan.
How a new Fed payment system may disrupt fintechHow a new Fed payment system may disrupt fintech
Research

How a new Fed payment system may disrupt fintech

The Federal Reserve recently launched a new cashless transfer system that could disrupt the debit market and, in turn, the prospects for Fintech companies. But the impact of this new system will vary depending on how companies are positioned, says Dan Dolev, Senior Fintech Equity Research Analyst.
The AI effect: Large language models aren’t only driving semiconductor demandThe AI effect: Large language models aren’t only driving semiconductor demand
Research
Technology + Media + Telecom

The AI effect: Large language models aren’t only driving semiconductor demand

As AI continues to evolve, the semiconductor industry is one of many fields where investors are seeing immense opportunities and benefits from the technology. Senior Semiconductors and Automotive Technologies Analyst Vijay Rakesh examines the AI technology landscape and what this means for the industry.
Trailblazers: A Conversation with Lise Buyer, Founder of Class V GroupTrailblazers: A Conversation with Lise Buyer, Founder of Class V Group
Perspectives
Technology + Media + Telecom

Trailblazers: A Conversation with Lise Buyer, Founder of Class V Group

When will the IPO markets reopen? Few are better placed to answer this question than Lise Buyer, founder of IPO advisory firm, Class V Group.
Trailblazers: Takeaways from Fortune Brainstorm Tech 2023Trailblazers: Takeaways from Fortune Brainstorm Tech 2023
Perspectives
Technology + Media + Telecom

Trailblazers: Takeaways from Fortune Brainstorm Tech 2023

AI was at the heart of conversations at the 2023 Fortune Brainstorm Tech Conference. Optimism around this massive tech innovation was plentiful, tempered by the need for regulation, governance and guardrails for this unchartered opportunity. Excitement and enthusiasm were also high around investments, as last year’s market uncertainty eases and the IPO market shows signs of returning.
Capital Markets Q2 2023 Perspectives: Healthcare in FocusCapital Markets Q2 2023 Perspectives: Healthcare in Focus
Market Trends
Healthcare

Capital Markets Q2 2023 Perspectives: Healthcare in Focus

With a general slowdown in M&A and Capital Markets activity, pharma and biotech are leading the charge with large announced deals, successful acquisition financings and evidence of green shoots seen in the equity capital markets. Hear from our experts on what is driving the sector activity and what we expect for the remainder of the year.
Capstone Partners Completes Survey With LPs on Low DPI EnvironmentCapstone Partners Completes Survey With LPs on Low DPI Environment
Market Trends

Capstone Partners Completes Survey With LPs on Low DPI Environment

Opportunity for biotech firms as a new age of neuro drugs acceleratesOpportunity for biotech firms as a new age of neuro drugs accelerates
Market Trends
Healthcare

Opportunity for biotech firms as a new age of neuro drugs accelerates

An increasing number of companies are developing treatments for neurodegenerative disorders and their symptoms – many of which are showing promising data. The positive outlook could be an emerging opportunity for investors to target smaller drug makers. Graig Suvannavejh, Senior US Healthcare Equity Research Analyst examines how the new age of neuro drug development is creating a major pathway for investors.
Mizuho Collaborates: The Evolution of Life Sciences and the Impact on REITsMizuho Collaborates: The Evolution of Life Sciences and the Impact on REITs
Research
Real Estate
Healthcare

Mizuho Collaborates: The Evolution of Life Sciences and the Impact on REITs

Members of Mizuho's Biotech, Healthcare, and REITs Equity Research teams are back for another edition of Mizuho Collaborates, where they discuss the latest developments at the intersection of life sciences and real estate.

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