A Bridge (Way) Too Far
*Software Assets To Become Part Of CET1: The European Banking Authority (EBA) [and we are not exactly shocked that the entire banking sector is in...
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European Banks: Screening for Value January 2020
High liquidity in markets and improving investor risk appetite appear to be driving the rotation into equities and especially value stocks, which...
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Asian Bank HY Credit Weekly: New Year / New Issue Market
Risk-wait, risk-on and new issue markets impacted Asian bank bonds over the geo-politically eventful week ending 10 January 2020. After a slow...
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Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
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European Banks; a Quest for Value
We look across the mid-cap and larger cap universe of European banks for value picks, in this "risk on" climate in markets Based on consensus...
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