Record MENA Underweight
MENA stocks hit record underweight among active Emerging Market managers. Only half of active EM managers are exposed to the region and less than...
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MSCI ACWI Breaking To New Highs; Buying Financials, Consumer Discretionary, Industrials, Materials
Global sovereign yields have moved lower in recent weeks. We expect rates to find support near current levels, and recommend adding exposure to...
321 Views
Commercial Bank of Dubai Vs Bank of East Asia: A Tale of Two AT1s in COVID-19 Uncertainty
AT1 bonds simultaneously issued by Commercial Bank of Dubai and the Bank of East Asia present an opportunity to trade the COVID-19 economic impacts...
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Bank Credit Weekly: Risk Sentiment Improves Despite Volatile News Flow
: Asia and the US high yield markets tightened on improving economic indicators and increased hopes for a limited US stimulus package,...
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Bank Credit Weekly: Return of Risk-Off, Save for Asia Bank Credit
Dollar strengthening, continued equity market weakness and the panoply of Fed speakers crying for more fiscal stimulus did not help Asian or US HY...
198 Views