Bank Credit Weekly: One Size Does Not Fit All
Performance attributes varied amongst bank credit classes. Short duration in IG financials combined with high credit spreads in HY and more...
181 Views
Credit Suisse – Perfection Priced into Long-Dated AT1
Many analysts compare CS and UBS and conclude that they are largely the same. We disagree. Given its low capital buffer, higher leverage finance...
246 Views
New DLCs and Warrants tracking the Hang Seng TECH Index
Investors can now gain exposure to Hang Seng TECH Index (HS TECH) via new SGX-listed DLCs and Warrants. DLCs and Warrants are leverage...
618 Views
Société Générale’s AT1: Better Fundamental and Relative Value than BNP
SocGen’s AT1 curve offer better value than BNP’s. SocGen reports a materially higher capital buffer and other fundamental differences are less than...
212 Views
HSBC – Vive La France!
Credit Agricole and Societe Generale have reported dismal quarterly results. This may have negative implications for HSBC in the region.
391 Views