Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
612 Views
Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
1.4k Views
Turkey Crisis Reflects Dollar Liquidity Peak...
‘Despite the local market looking historically cheap after collapsing 60% in USD terms since the coup attempt, Turkey remains a key external...
302 Views
HSBC Holdings – TRY Devaluation Is the First Major Devaulation Under IFRS 9, Risk for HSBC Is Real
The rapid and extensive devaluation of the TRY (USDTRY CURNCY) is the first major currency devaluation since banks adopted IFRS 9. Under the new...
607 Views
Italian Election Likely to Severely Impact Financial Sector
* A Coalition Win Creates Numerous Problems: The German government likely will drag out the timeline for new Italian elections in order to guide...
117 Views