Smartkarma Originals
Bank Contingent Capital & Coronavirus Contagion
When you purchase bank contingent capital, you may marry it for the foreseeable future. Coronavirus contagion is challenging this contractual...
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Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
430 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
413 Views
Italian Election Likely to Severely Impact Financial Sector
* A Coalition Win Creates Numerous Problems: The German government likely will drag out the timeline for new Italian elections in order to guide...
113 Views
Turkey Shoot
* Stronger USD on the back of higher interest rates, and higher USD-denominated oil prices are the perfect storm for the Turkish economy and...
63 Views