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...
375 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...
459 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...
404 Views
Selected European Holdcos and DLCs: June ‘22 Report
Discounts to NAV of covered holdcos have either remained within same levels or widened during June. Spreads tend to widen in bear markets, it pays...
336 Views
Liquid Universe of European Ordinary and Preferred Shares: June ‘22 Report
For the most part since mid-May, spreads were compressing, but inflation fears and rate rises have hit hard the stock markets in the last trading...
420 Views