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With AHCA in the Balance, Healthcare Sector Remains Conflicted
After much ado about healthcare reform, the Trump administration and Republican-majority House of Representatives voted through the American Health Care Act of 2017 (AHCA) in early May, despite the initial legislative defeat weeks prior
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Category: research Research
A Look at the LiDAR Market Through 2024E
In Vol. 50 of the Mi-Global Tech series, we take a look at the emerging LiDAR market
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Category: perspectives Perspectives
Why You Should Pay Attention to the Single-Family Rental REIT Sector
Haendel St. Juste is a Managing Director and senior US Real Estate Investment Trusts (REITs) analyst for Mizuho Americas. In this Q&A he discusses what led Mizuho to initiate coverage of single-family rental REITs, the impact of the Trump administration and why this sector offers such a compelling growth story.
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Takeaways from Las Vegas S/F Rental REIT Meetings
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways
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Category: research Research
The Next Phase of Price's War on the ACA? Bundles Delayed
This afternoon CMS published an Interim Final Rule in the Federal Register that further delays the effective and implementation dates of three key expansions of the bundled payments pilots
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Category: market-trends Market Trends
The View from Treasury: Corporate Corner Q&A with Tom Harding
Tom Harding has held a number of senior Treasury department positions at several Fortune 500 companies and brings a wealth of knowledge and experience in wrestling with some of the most important corporate finance and capital structure issues of the day
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Category: research Research
China Economics: 2017 National People’s Congress Work Report Highlights
Delivered at the opening ceremony of the National People’s Congress, Premier Li’s government work report outlined China’s economic policy for the year ahead
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UC Irvine Recap: The Price of Trump
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so
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Category: market-trends Market Trends
The Digital Payments Revolution: What are the Key Questions for Payment Professionals?
More than 420 billion non-cash payments are expected to have been made in 2015 representing a 10 per cent increase on the 387.3 billion in 2014, according to the 2016 World Payments Report by Cap Gemini and BNP Paribas