Selected European Holdcos and DLCs: September ‘22 Report
Discounts to NAV of covered holdcos have mainly widened during September as a result of the bear market. Spreads tend to widen in bear markets but...
204 Views
Liquid Universe of European Ordinary and Preferred Shares: September ‘22 Report
Since mid-August, spreads have shown a mixed performance across our liquid universe with a slight bias towards tightening (with the exception of...
319 Views
Selected European Holdcos and DLCs: August ‘22 Report
Discounts to NAV of covered holdcos have mainly widened or stayed at the same level during August/beginning of September, in line with the loses in...
320 Views
STOXX Europe 600 Sep 2022 Rebal: ADDs Could Outperform DELs for the Next Few Weeks
The impacts and flow sizes are not very significant but the conventional LONG ADDs-SHORT DELs trade has historically delivered positive returns in...
363 Views
Liquid Universe of European Ordinary and Preferred Shares: August ‘22 Report
Since the mid-July report, spreads have generally tightened across our liquid universe, including those flagged in July (Investor AB, Roche and...
313 Views