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Category: research 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?
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Category: research 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.
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Category: research 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.
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Category: research Research
The Renewable Revolution: A Look at the Factors Transforming the Utilities Sector
The shift towards renewable energy is not a fad. Ahead of Mizuho’s 2nd Annual U.S. Utilities Summit, Senior Utilities Analyst Anthony Crowdell looks at how renewable infrastructure and regulatory changes are discouraging investment in fossil fuels and transforming the sector.
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Category: research Research
COVID Collaborations Spotlight the Symbiotic Nature Between Pharma and Biotech
The coordinated, global response to the COVID-19 pandemic puts partnerships between big pharma and smaller biotech companies in the spotlight. Senior Equity Research Analyst Mara Goldstein looks at the marshalling of resources in drug development.
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Category: research Research
A Farewell to Plastic? Paytech Challenges Credit Cards' Hegemony in Retail
Innovation in payment technology stands to disrupt trillions of dollars of transactions and push card companies and banks to adapt. Here are some of the top companies on the paytech frontier.
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Category: research Research
Can Travel Come Back from COVID? Analyst James Lee on the Road Ahead
Senior US/China Internet Analyst James Lee analyzed a portfolio of international online travel agencies in the midst of the coronavirus pandemic, and finds that while it’s been a rough ride, all is not lost.
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Category: research Research
2020 Vision: U.S. & China Internet Trends
Looking at internet and big tech stocks through 2020, Senior Equity Research Analyst James Lee reminds us to focus on the fundamentals.
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Category: research Research
Global Markets and Midstream Energy
For the first time, the US exports more oil than it imports. Gabriel Moreen, Managing Director, US MLPs & Pipelines, explains how that impacts the midstream energy sector.