18
Jan
The last quarter of 2018 was disastrous for most risk assets. Everything from equities to commodities experienced a correction. Senior bank capital was no exception and we believe the risk/return...
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Publications
bridport & co
11
Jan
Economies: United States The President and Congress failed to agree on a new spending package, causing the US Federal Administration to partially shut down. Standard & Poor’s estimated the shutdown would cost...
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21
Dec
Economies: United States The rout in stock markets, driven by technology stocks, was the main investor concern last month. While the SP500 declined more than 10% from its top, each of the...
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27
Nov
Economies: United States The US and Canada reached agreement to replace the North American Free Trade agreement, of which Donald Trump has been a long-time critic. The last minute deal was reached...
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09
Nov
With the recent rise in volatility in the equity markets, some investors fear a more severe correction and widening spreads in the credit markets. Whilst an imminent downturn is not...
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22
Oct
Economies: As a specialist fixed income services company, bridport & co publishes a monthly review on bond market activity. Stay up to date with the main market events. United States The US has...
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19
Oct
Key messages As a specialist fixed income services company, bridport & co publishes quarterly a strategy on bond market activity. Stay up to date with the main market events. Here are details...
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11
Sep
Contingent Convertible Bonds, also known as Cocos, have been popular instruments among retail investors over the past few years. However, we consider that the extension risk is underestimated by the...
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31
Aug
Economies: United States Trade talks between the US and China were again making headlines last month, bringing the total amount on which tariffs are levied to a combined USD 100bln, it however...
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31
Jul
Economies: United States President Trump’s trade war escalated, as the White House considered additional tariffs of 10% on USD 200bln worth of Chinese exports. Previous tariffs were targeted at raw materials and...
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