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Category: perspectives Perspectives
Mizuho rating agency energy panel discussions 2022: Agencies exude calm through a geopolitical storm
With energy markets experiencing disruptions on a scale not seen in decades, there was plenty to talk about at Mizuho’s fourth annual rating agency panel, which focused on prospects for production growth and the adequacy of infrastructure investments to keep up with shifting energy flows. Michael Gorelick, Head of Ratings Advisory, provides key highlights.
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Category: market-trends Market Trends
Equity capital markets – tech, media & telecom: Q1 2022 review
Facing a multitude of macro headwinds ranging from ongoing inflationary pressures to geopolitical tensions, equity markets have been quite turbulent. Head of TMT ECM & SPAC Origination Andy Laszlo recaps the TMT market over the first quarter.
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Category: research Research
CROs poised to grow despite shift in biotech funding
After reaching historically-high multiples in 2021, a shift in biotech funding is raising doubts about the industry’s growth prospects. Investors are overlooking positive signs, argues Ann Hynes, Senior US Healthcare Equity Research Analyst.
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Category: research Research
The industrial landscape: Challenges and opportunities as the sector weathers supply chain and inflation pressures
Investors might be wary about the industrial sector after two years of unprecedented supply chain disruptions and record cost inflation, but the landscape is slowly improving. Senior US Industrials Analyst Brett Linzey looks at the current state of the market and examines longer-term secular trends.
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Category: market-trends Market Trends
Equity capital markets – software: 2021 year in review
Despite pandemic headwinds, the software sector has been one of the best performing sectors over the past two years. Head of TMT ECM & SPAC Origination Andy Laszlo looks at the key trends benefiting the industry.
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Category: research Research
Why 2022 is expected to be the year of the customer data platform
Digital advertising and social media have given marketers unprecedented ways to collect customer data, and develop personalized campaigns. But as Senior Software Analyst Siti Panigrahi explains, that data-driven model is under threat.
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Category: market-trends Market Trends
Equity capital markets – tech, media & telecom: 2021 year in review
TMT dethroned Healthcare for the most active sector in the market in 2021. Andy Laszlo walks us through the markets and Mizuho’s record ECM year, and shares his thoughts and themes looking ahead.
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Category: market-trends Market Trends
What’s driving investor demand in consumer IPOs?
Consumer & Retail made up the third largest sector of IPO volumes in 2021. Find out what is propelling this trend.
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Category: market-trends Market Trends
Four ways to engage millennials for company success and growth
In the midst of a tight labor market and bare-knuckle battle for talent, Head of Investment and Corporate Banking Michal Katz writes about what business leaders can do to recruit and retain best-in-class millennial talent.