Selected European Holdcos and DLC: October ‘22 Report
Discounts to NAV of covered holdcos have mainly tightened during October as a result of market recovery. Short-term recoveries provide...
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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...
219 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...
331 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...
334 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...
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