28
Jun
Key messages International trade tensions are likely to remain a key point of investor focus ■ The prospect of a full blown trade war will be a source of concern for investors,...
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Publications
bridport & co
31
May
Economies: United States Trade tensions were at the forefront of investor concerns this month. The G7 held in Canada ended up on a sour note as President Trump accused Canada of taking...
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31
May
BOC Aviation is an investment grade name offering an attractive valuation as well as both a solid balance sheet and financial ratios. Background - BOC Aviation is an aircraft leasing company. The...
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30
Apr
Economies: United States Focus in the US was balanced between geopolitical and inflationary concerns, as sanctions were imposed by the US on some Russian companies and individuals. The trade barrier...
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19
Apr
Background PEMEX is a fully integrated Mexican oil and gas company. It is involved in every aspect of the oil and gas value chain, from exploration, production, refining, distribution and marketing....
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30
Mar
United States The trade balance deficit was higher than expectations and increased the most since 2008. Later in the month, the release of the average hourly earnings numbers, which sent the...
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16
Mar
Once perceived as highly leveraged and facing financial challenges, due to the worst commodities price slump in years, big diversified mining companies have now recovered to offer best in class...
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01
Mar
Economies: United States At the beginning of February, the release of the US average hourly earnings, which rose the most since 2009, caused market participants fear the return of inflation....
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22
Jan
For the third time in five years, USD yields have jumped sharply in just a few months. While such a move is not exceptional, it always raises some questions. What are...
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