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For opportunities in the medtech sector, look for high barriers to entry and disruptive technologies
Investors have historically found the healthcare sector attractive during times of economic uncertainty. After all, we need access to healthcare solutions regardless of macroeconomic conditions. Still, not all healthcare stocks are the same, and Senior Equity Research Analyst Anthony Petrone believes that medtech might offer greater resilience compared to other stocks.
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Category: market-trends Market Trends
Equity capital markets - Healthcare: Q3 2022 review
This quarter, Mizuho’s Equity Capital Markets team looks at the external macro forces affecting the biotech and healthcare sector, state of volatility and risk-off sentiment and how convertibles are holding up in the space.
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Category: market-trends Market Trends
Equity capital markets – tech, media & telecom: Q3 2022 review
Head of TMT ECM & SPAC Origination Andy Laszlo examines TMT issuance and breaks down the themes for the quarter.
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Category: market-trends Market Trends
Volatility is the new normal
The last few years have been a whirlwind, and those hoping for calm going forward may be sorely disappointed. Michal Katz, Head of Investment and Corporate Banking at Mizuho Americas, explains why volatility may be the new normal.
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Category: research Research
As summer fades to fall, will biotech stay in season?
A key question for biotech investors and operators is whether the sector’s recent summer comeback will continue. Biotech analyst Salim Syed examines the recent trends.
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Category: research Research
For the next neuroscience breakthroughs, look to smaller biotech companies
The incredible complexity of the human brain has rendered treatments for central nervous system disorders elusive. But an emerging group of small- and mid-cap biotech companies are working on novel drug therapies that may finally deliver meaningful improvements. Senior Equity Research Analyst Graig Suvannavejh explains.
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Category: market-trends Market Trends
Positioning for resiliency and success
With a fleet of over 1,800 aircraft representing approximately $70 billion in total owned assets, AerCap is the largest owner of commercial aircraft in the world. AerCap CFO Peter Juhas speaks with Mizuho's Andrew Waddington about the company's strategy toward change and how they have overcome challenges in the aviation industry.
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Category: community Community
The Marcy Lab School: Higher education reimagined and revolutionized
Since 2019, the Marcy Lab School, a higher-education alternative serving primarily Black and Hispanic communities, has been helping students land high-paying software engineering jobs. The Mizuho USA Foundation is a proud supporter of this smart, bold initiative, which is helping underrepresented young people ascend the socioeconomic ranks.
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Category: research Research
The analyst: Vikram Malhotra on return-to-work and office REITs
In our new series, “The Analyst,” we showcase the thematic insights of our equity research analysts. For our inaugural video, Senior REITs Analyst Vikram Malhotra discusses his outlook for how the evolving work environment could impact office markets from his perspective as a former real estate appraiser, consultant, and tenured analyst.