As the Year Turns; Differentiated Research on Sequential Year Stock Performance

January 13, 2016

Following the year 2015 when more than 30 US REITs produced total return at the extremes we looked back over a 20-year history to investigate how REITs tend to perform in successive years

Utes Are Doing Well; Now What?

January 10, 2016

For the first trading week of 2016, utilities are up 600 bps relative to the S&P 500

Historical Healthcare Performance, Election Years and 2016 Top Picks

January 5, 2016

Most investors would agree that elections matter to the performance of healthcare services stocks

2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue

December 22, 2015

Our top biotech pick for 2016 is TSRO. We like VARUBI's chances of success and think two data readouts in 1H16 for the PARP inhibitor niraparib could be even larger catalysts for the stock

Our View on Fed Lift-Off and the US REITs

December 17, 2015

The Fed's decision to raise short-term interest rates this week came too early, according to MSUSA Chief Economist Steve Ricchiuto, and it could prompt increased risk that the US economy will eventually fall into deflation

Category: research Research

Mizuho Mobile Market Survey 2.0

December 16, 2015

In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways

Sweet 16 - Investment Themes for 2016

December 13, 2015

We present our 16 Key Investment Themes for 2016. The year ahead could prove to be challenging on many fronts and we expect investors to tread carefully and remain nimble throughout the year.

Let's Not Miss the Forest for the Trees; Macro Drives Ute Sector Appeal

December 1, 2015

Investors are focused on the possibility of a December 16 Fed rate hike and if rates will continue to rise. Not surprisingly, utility investors are on the sidelines