Liquid Universe of European Ordinary and Preferred Shares: June‘23 Report
Since mid-May, spreads have generally tightened across our liquid universe (13 have tightened, 6 widened). Some spreads are relatively large, such...
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Medtronic's Delisting Offer For EOFlow
EOFlow looks attractive at a gross/annualised spread of 6.2%/17.6%, assuming payment mid-October. To note, the tender offer price may still be...
663 Views
The Innovations Portfolios - Week Twenty Six
The small-Cap (+4.1%) and midcap (+1.9%) portfolios continues to outperform respective benchmarks, but the willful omission of mega-tech names has...
241 Views
Liquid Universe of European Ordinary and Preferred Shares: May‘23 Report
Since mid-April, spreads have generally widened across our European liquid universe of ordinary and preferred (12 spreads have widened, whilst 7...
230 Views
Liquid Universe of European Ordinary and Preferred Shares: April ‘23 Report
Since mid-March, spreads have generally tightened across our liquid universe (6 have widened, 12 tightened, 1 at same level).
208 Views