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Category: research Research
2019 Restaurant Outlook: Consolidation is Coming
Mizuho's Senior Restaurant and Protein Analyst Jeremy Scott expects the rising costs of labor to accelerate M&A and company exits.
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Category: research Research
Trade Wars: A Game of Chicken (and Beef)
Heightened trade tensions and shifting demand are taking their toll on the beef and poultry industry. Jeremy Scott, Restaurant and Proteins Analyst, weighs in on 2018 trends and what lies ahead.
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Category: market-trends Market Trends
Mizuho’s Silicon Valley Seminar – Spotlighting Truly Transformational AI
Which companies are driving the truly transformational and which will be transitional? And how can institutional investors get in on the ground floor? Our Semiconductors & Automotive Technologies Analyst, Vijay Rakesh, recently convened Mizuho’s 2018 Silicon Valley Seminar to spotlight some of the most promising, privately-held firms.
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Washington Gridlock: Good for Healthcare Stocks?
Mizuho's Senior Healthcare Services Equity Analyst finds a correlation between S&P 500 healthcare indices and Washington gridlock.
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The State of Alzheimer’s: A Q&A with Salim Syed
In this Q&A, our Biotech Analyst Salim Syed shares his perspective on the state of Alzheimer’s, the results of a clinic trial for BAN2401, and the ups and downs of developing drugs to treat this degenerative disease.
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Outlook for Industrial Equipment
Our Industrials and Industrial Equipment analyst, Kristine Kubacki, talks about the transportation market navigating a strong economy and shifting trends in geopolitics, technology and e-commerce.
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Category: perspectives Perspectives
REITS are on the Rise, What’s the Outlook?
Over the past decade, we have witnessed explosive growth in the REIT sector. Our real estate leaders spoke about what comes next at Mizuho’s Global REIT/Real Estate Conference.
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Category: market-trends Market Trends
Online Travel Agencies and Hotels are About to Negotiate – What to Expect
The relationship between online travel agencies and hotels is about to be redefined, says Mizuho Internet Analyst James Lee. Are both willing to give in a little and find middle ground?
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Category: research Research
The Future of Banking is Here, But Have People Noticed? - A Q&A with Thomas McCrohan
Mizuho Payments and Fintech analyst Thomas McCrohan talks about some of the exciting advancements that are within reach, and that changing behaviors is a difficult thing to do.