Throughout much of the pandemic, industrial REITs experienced a boom as ecommerce drove demand for warehouse space. At least until last year, when major companies paused growth. Today, industrial REITs look solid once more, but many REITs investors see big variations among geographic sub-markets. Vikram Malhotra, Senior REITs Equity Research Analyst, dissects why the time is now for a renewed focus on large, well-diversified industrial REITs.

Last month, Mizuho was excited to host our Fifth Annual Rating Agency Energy Panel Discussions at the Calgary Petroleum Club. The event once again featured a lineup of analysts from S&P, Moody’s, Fitch and DBRS Morningstar focused on the Canadian energy sector across an upstream panel, a midstream panel and a one-on-one discussion with a leading expert from Moody’s on Environmental, Social and Governance considerations in the rating process.

What’s happening on Wall Street? What can we expect moving forward? Our DCM experts discuss the trends affecting the capital markets.

With commodity prices predicted to ebb and flow in the coming months, energy investors may need to be more selective and search for new opportunities. Against the challenging backdrop, Nitin Kumar, Senior U.S. Energy Analyst, discusses how shale producers can offer investors unique investment opportunities, presenting capital discipline, a commitment to rewarding shareholders, and good visibility into inventory.

All eyes were on the consumer at this year’s Structured Finance Association SFVegas Conference, where ABS investors probed near- and non-prime originators on how they are faring in light of increased cost of funds and compressing margins in an environment with limited ability to increase collateral APRs. Richard Burke, Co-Head of Securitized Products Origination, Mizuho Americas, provides the key takeaways.

Larger deals and new players are just some of Sameer Kishore’s takeaways from the 2023 Annual Private Placement Conference in Miami. Click to read his entire insight

Last year, economic concerns drove investors to some of the most defensive stocks in healthcare research and services, including managed care organizations. But Senior US Healthcare Analyst Ann Hynes expects the tide to turn in 2023, with last year’s laggards poised to lead.

Andy Laszlo, Head of ECM TMT and SPAC Origination, Investment & Corporate Banking, Mizuho Americas, examines the SPAC Boom and its repercussions in the market. Andy makes the case for the SPAC comeback when hundreds of SPACs totaling over $65 billion are set to mature within sixty days.

In our series Blindspots, which examines the evolving role of the CFO, Glenn Schiffman, Chief Financial Officer of Fanatics, sat down with Andy Laszlo, Managing Director, Head of TMT ECM and SPAC origination at Mizuho Americas Investment & Corporate Banking. Glenn and Andy discuss the importance of adapting to change and what it takes to succeed in today's market