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Category: research Research
Utes Are Doing Well; Now What?
For the first trading week of 2016, utilities are up 600 bps relative to the S&P 500
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Category: research Research
Historical Healthcare Performance, Election Years and 2016 Top Picks
Most investors would agree that elections matter to the performance of healthcare services stocks
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Category: research Research
2016 Biotech Preview: TSRO Our Top Pick; Pricing, Immuno-Onc Trends to Continue
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
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Category: research Research
Our View on Fed Lift-Off and the US REITs
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
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Category: research Research
Mizuho Mobile Market Survey 2.0
In June 2015, we conducted our first mobile survey of U.S. smartphone users, and came away with some interesting takeaways
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Category: research Research
Sweet 16 - Investment Themes for 2016
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.
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Category: research Research
Let's Not Miss the Forest for the Trees; Macro Drives Ute Sector Appeal
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
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Category: research Research
comScore State of the US Online Retail Economy Takeaways
We joined the comScore State of the U.S. Online Retail Economy in Q3 2015 webinar today to hear about key e-commerce trends that will drive the upcoming holiday season
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Category: research Research
Internet @ 20: More Dynamic, More Disruptive and More Desirable Than Ever Before
The pace of technology evolution over the past 20 years seems far more substantial than the prior 30 years and we believe that the next 10 years will be just as, or even more, critical for many Internet companies