European Banks: Screening for Value January 2020
High liquidity in markets and improving investor risk appetite appear to be driving the rotation into equities and especially value stocks, which...
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Asian Bank HY Credit Weekly: New Year / New Issue Market
Risk-wait, risk-on and new issue markets impacted Asian bank bonds over the geo-politically eventful week ending 10 January 2020. After a slow...
389 Views
Italian Banks: Dodging The "Low Grade" M&A Bullets, at Least for Now
Banca Carige and Banca Popolare di Bari stand out as the Italian bank bailouts at the end of 2019 This highlights, in our view, that increasingly...
393 Views
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...
418 Views
Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
643 Views