-
Category: research Research
Navigating market fluctuations: gauging emergent opportunities within consumer hardlines
Sluggish sales activity from key firms in consumer hardlines – a $3 trillion subsector that encompasses durable goods ranging from appliances, to tools, to electronics - along with certain negative economic indicators, have led some analysts to question the financial health of the industry. But a closer look at consumer hardlines through our team's holistic lens – covering both traditional retail and emerging digital platforms – reveals a more nuanced picture.
-
Category: research Research
The analyst: what is the future of renewables?
The future of renewables is vast with many opportunities for growth. We estimate the US will spend $50 to $90 billion dollars per year on the sector over the next few decades. Maheep Mandloi, Senior Clean Energy Equity Research Analyst, explores what’s driving the demand, emerging technologies, and potential risks in our recent series, “The Analyst.”
-
Category: research Research
Unearthing opportunity: Investing in IT services as the 'picks and shovels' of the AI revolution
With the rapid pace of technological development and acceleration of AI integration, IT service providers are set to become major players in the AI revolution. Dan Dolev, Senior FinTech Equity Research Analyst, and Sean Kennedy, Payments & IT Services Equity Research Analyst, look at how IT services may play a transformative role across industries and the potential opportunities for investors.
-
Category: research Research
The analyst: devices on a diet - will GLPs shrink the medtech space?
GLP weight loss medications may soon reshape treatment pathways for a variety of diseases. The potential is so great, in fact, that GLP-1s are causing the most severe, sector-specific correction in the medtech space since COVID-19. Anthony Petrone, Senior Medical Devices, Diagnostics and Therapeutics Equity Research Analyst discusses this dislocation and how you should navigate the current cycle.
-
Category: research Research
The Analyst: Generative AI in focus with Gregg Moskowitz
The emergence of generative AI technologies has rapidly accelerated the rate of change within the software sector. With companies like Microsoft, Salesforce, and Service Now at the forefront, generative AI has the potential to drive economic growth, boost productivity, and help solve global issues. Watch Gregg Moskowitz, Senior Software Analyst, discuss the impact AI will have on business and the world.
-
Category: research Research
How a new Fed payment system may disrupt fintech
The Federal Reserve recently launched a new cashless transfer system that could disrupt the debit market and, in turn, the prospects for Fintech companies. But the impact of this new system will vary depending on how companies are positioned, says Dan Dolev, Senior Fintech Equity Research Analyst.
-
Category: research Research
The AI effect: Large language models aren’t only driving semiconductor demand
As AI continues to evolve, the semiconductor industry is one of many fields where investors are seeing immense opportunities and benefits from the technology. Senior Semiconductors and Automotive Technologies Analyst Vijay Rakesh examines the AI technology landscape and what this means for the industry.
-
Category: research Research
Mizuho Collaborates: The Evolution of Life Sciences and the Impact on REITs
Members of Mizuho's Biotech, Healthcare, and REITs Equity Research teams are back for another edition of Mizuho Collaborates, where they discuss the latest developments at the intersection of life sciences and real estate.
-
Category: research Research
Industrial REITs: A tale of 300 markets
Throughout much of the pandemic, industrial REITs experienced a boom as ecommerce drove demand for warehouse space. At least until last year, when major companies paused growth. Today, industrial REITs look solid once more, but many REITs investors see big variations among geographic sub-markets. Vikram Malhotra, Senior REITs Equity Research Analyst, dissects why the time is now for a renewed focus on large, well-diversified industrial REITs.