Corp. Hybrids Opportunities
In a context of tighter senior spreads and high credit default risk, Corporate Hybrids are an asset of choice...
Read MoreIn a context of tighter senior spreads and high credit default risk, Corporate Hybrids are an asset of choice...
Read MoreWhile we are not confident in Aston Martin's ability to execute on the invetsment strategy, we think Rolls Royce is a recovery play story...
Read MoreEconomies: United States The latest macro data has been showing that economic activity has continue to recover but at a slower pace. On the employment front, the permanent job losses continue to...
Read MoreGoing into year-end, we like the crossover spectrum on a carry perspective. We favor issuer with solid capital structures...
Read MoreWe view the systemic French group Credit Agricole as a good candidate to take exposure to the Additional Tier1 universe. We suggest specific bond structures in GBP, USD and Euro...
Read MorePositive fundamental backdrop for the banking sector leads us to recommend exposure to attractive Additional Tier 1 from systemic banks. It is worth highlighting the Libor transition and specific structural...
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