368 structured institutional reports.
TD Economics' Weekly Bottom Line for August 21, 2026, highlights a tentative Canada-U.S. trade agreement that boosted the Canadian dollar and reduced tariff risks, while Canadian bond yields rose. In the U.S., longer-term Treasury yields continued to climb,…
Al Tylis, CEO, Apollo Sports Capital: Sports has grown significantly as an asset class. It used to be a mom-and-pop, family-run business, and now it's turned into a highly institutionalized asset class that has grown exponentially over the last couple of…
Mizuho Financial Group has signed a memorandum of understanding with the Industrial and Commercial Bank of China (ICBC) to enhance mutual cooperation in markets outside their home countries. This agreement aims to facilitate information exchange, business…
Mizuho Financial Group and China Development Bank have signed a memorandum of understanding to cooperate in commercial banking, aiming to enhance services for Japanese companies expanding in China and Asia, and to support the development of the Chinese and…
Mizuho Financial Group announced the merger of its U.S. subsidiaries, Mizuho Bank (USA) and Mizuho Trust & Banking Co. (USA), effective December 31, 2017, to integrate banking and trust services in the U.S., streamline operations, and enhance support for…
Mizuho Financial Group and Mizuho Bank won the Celent Model Bank 2017 award for consumer banking channel innovation, recognizing their use of the Line messaging app for account balance checking and the humanoid robot Pepper as a branch concierge. These…
Mizuho Securities plans to raise approximately JPY 75 billion via a third-party share allotment to Norinchukin Bank, following Norinchukin Securities' business transfer. This will strengthen their partnership and enhance Mizuho Securities' business platform…
Franklin Templeton identifies income opportunities in equity volatility and investment-grade credit dislocations. High single-stock volatility supports equity-linked notes, while AI-driven issuance by hyperscalers has widened long-end IG spreads, offering…
Standard Chartered believes gold prices have likely bottomed and will grind higher to USD 4,600 over the next 6-12 months, supported by strong central bank demand and safe-haven flows, but capped by rising long-maturity bond yields. The bank recommends…
The FOMC minutes revealed upside inflation risks and potential policy tightening, while the US Treasury doubled buyback operations to support longer-dated bonds, easing yields. Tariff talks and US-Iran tensions added uncertainty. Markets saw modest equity…
The US Treasury's surprise doubling of longer-dated debt buybacks aims to cap long-end yields, but UBS CIO views it as a tactical move with limited long-term impact, given persistent fiscal deficits and supply concerns. The Fed is likely to stay on hold this…
MUFG's August 2026 report provides an overview of key macroeconomic indicators across ASEAN, India, and Australia. The data highlights divergent trends, with Singapore and Vietnam showing strong growth, Indonesia and the Philippines facing currency…
J.P. Morgan sees supportive medium-term copper prices on tight mine supply, weak production, and electrification demand, though tariff uncertainty and China-US copper flows remain a key driver. Aluminum faces a potential lasting deficit with forecasts of…
Barclays advises that current market conditions are highly supportive for equity issuance, but success hinges on disciplined execution. Companies must clearly define the purpose of the capital raise, craft a compelling equity story, build investor credibility…
SMBC notes the July FOMC minutes were neutral but lean dovish, with expectations of inflation drifting back to 2% after supply shocks. The minutes, which predate softer jobs and inflation data, are likely to shift swing voters dovish. SMBC also highlights a…
AQR's report revisits alternative risk premia (ARP) investing, highlighting its long-term positive returns, low correlation, and modest fees, despite challenges during the 2018-2020 Quant Winter. It emphasizes the need for manager skill to identify robust…
ANZ Research highlights the growing importance of financial literacy in the digital age, focusing on the ability to identify trustworthy online sources. The report notes misinformation and disinformation are major global risks, with AI enhancing the…
PIMCO argues the Fed should measure underlying inflation via unit labor costs rather than price-only measures. Current data show unit cost inflation at 2% (4-year average) and 1.5% (past year), suggesting underlying inflation is near target. The labor market…
PIMCO's Macro Signposts report argues that the U.S. labor market is structurally constrained by demographics, AI, and immigration policy, leading to a compositional drag on measured wage growth despite declining unemployment. The report suggests that wage…
Invesco's analysis suggests that the US Treasury's decision to at least double its buyback operations for longer-dated securities demonstrates policymakers' willingness and ability to intervene in bond markets, reducing the likelihood of a disorderly debt…