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...
476 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...
358 Views
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,...
413 Views
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...
349 Views
Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
455 Views