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Category: market-trends Market Trends
Ratings agencies weigh in on Canada’s energy outlook
On April 9th, Mizuho’s Head of Ratings Advisory for the Americas, Michael Gorelick, led panel discussions on Canadian upstream and midstream energy companies with a group of senior analysts from S&P, Moody’s, Fitch and Morningstar DBRS during Mizuho’s 6th annual Rating Agency Energy Panel Conference at the Calgary Petroleum Club.
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Category: market-trends Market Trends
Wired for change: how new legislation and an expanding grid are shaping the clean energy landscape
Operating amidst steep headwinds and a period of rapid change, the clean energy industry faces an uncertain future, but 2024 is set to be a pivotal and clarifying year for the space. Maheep Mandloi, Senior Clean Energy Equity Research Analyst, looks at how new legislation and the political landscape will impact the already complex industry, and how analysts and investors can prepare going forward.
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Category: market-trends Market Trends
Insights from Mizuho’s AI In Focus Conference: What the future holds and how companies can adapt
With the continued developments of AI across platforms, the integration of the technology and potential magnitude of its impact has left investors and stakeholders with question on its credibility, effectiveness, and efficiency in this new age of technology. At Mizuho’s AI in Focus conference, leading technology experts shared their unique insights and perspectives on the future of AI and what this means for companies and the future of work.
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Category: market-trends 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.
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Category: market-trends Market Trends
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.
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Category: market-trends Market Trends
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.
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Category: market-trends Market Trends
Mizuho Rating Agency Energy Panel Discussions 2023: Navigating the economic and geopolitical crosscurrents
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.
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Category: market-trends Market Trends
Key themes from SFVegas 2023
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.
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Category: market-trends Market Trends
Fanatics CFO Glenn Schiffman discusses the need to put customers - and partners - first, and how collaboration is key to growth
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