Insights from Mizuho Americas
-
Category: 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.
-
Category: Research
Energy infrastructure and natural gas companies look toward the renewable energy future
After a long period of investment in shale oil and gas, energy infrastructure and natural gas companies are eyeing growth from renewable energy. Mizuho Equity Research Analyst Gabriel Moreen explains how companies are greening their operations and signaling their commitment to sustainability in a changing energy landscape.
-
Category: Research
REITs show strength in the post-pandemic recovery
One sector that bore the brunt of the move toward social distancing and remote work was real estate, but since the emergence of COVID vaccines and the broad economic reopening, the market has largely stabilized. Senior Equity Research Analyst Haendel St. Juste explains why REITs still hold appeal for investors, and why not all subsectors are enjoying the same rebound.
-
Category: Research
Cybersecurity innovations to protect the work-from-anywhere economy
Faced with growing threats, organizations need next-generation security options that can keep pace with hackers’ evolving capabilities. Equity Research Analyst Gregg Moskowitz looks at how cybersecurity vendors are rising to the challenge by developing innovative solutions.
-
Category: Research
Investment Opportunities Multiply as the Shift to Electric and Self-Driving Vehicles Accelerates
The global push toward electric vehicles is coming from all angles, and for investors, this auto industry transformation presents a broad swath of opportunities. Senior Equity Research Analyst Vijay Rakesh looks at the factors shaping the EV and autonomous driving market.
-
Category: Research
A Blockbuster Drug, an Innovative Business Model and New Treatments Could Fuel Growth in the Biotech Industry
For investors who have long viewed biotechnology stocks as one of the best sources of long-term growth, new, potential breakthroughs could make the sector even more compelling. Senior Biotechnology Equity Research Analyst Salim Syed looks at three key developments that could help propel the sector for years to come.
-
Category: Research
A Longer Road to Peak Oil: Managing the Energy Transition
There’s growing sentiment that demand for oil will soon peak as the world accelerates its transition to renewable energy. What does this mean for the energy sector and oil and gas stocks?
-
Category: Research
A Shot in the Arm: COVID-19 Vaccines and Their Impact on the Pharmaceutical Sector
The COVID-19 pandemic has had a significant impact on the pharmaceutical sector, with companies pouring huge amounts of money and resources into treatments and vaccines. Dr. Vamil Divan shares his insights on the direct impacts.
-
Category: Research
The Technology Trends Powering Growth for Data Center REITs
Rapid growth of data center REITS makes the sector impossible to ignore – but it is also raising questions among investors. Can the sector’s growth continue? Senior REIT Equity Research Analyst Omotayo Okusanya takes a look.