11
Nov
Corp. Hybrids Opportunities
Comments
In a context of tighter senior spreads and high credit default risk, Corporate Hybrids are an asset of choice...
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Publications
bridport & co
10
Nov
While we are not confident in Aston Martin's ability to execute on the invetsment strategy, we think Rolls Royce is a recovery play story...
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31
Oct
Economies: 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...
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10
Oct
Going into year-end, we like the crossover spectrum on a carry perspective. We favor issuer with solid capital structures...
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10
Oct
We 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...
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10
Oct
Positive 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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04
Août
Economies: United States US employers added 4.8 million jobs in June and the unemployment rate fell to 11.1 per cent. However, the report pre-dated a new surge in coronavirus cases which prompted...
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04
Août
Economies: United States The Atlanta Fed’s GDPNow model estimates a 39.5% contraction in the second quarter although recent economic reports suggest a recovery is underway. Retail sales jumped a record 17.7 per...
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11
Juin
Moving into 2020, there is now less than two years to go until the grandfathering period for banks’ legacy Tier 1 bonds ends. Not all legacy Tier 1 bonds are...
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