United Overseas Bank: Go Underweight AT1
Underweight United Overseas Bank (UOBSP) Additional Tier 1 (AT1) bonds. From a relative value perspective, we believe these bonds are likely to...
311 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
596 Views
MSCI ACWI Ex-U.S. Breaking Topside Its Downtrend: Europe & The UK Look Attractive
The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements...
538 Views
Payments Battle Goes Global, as Fintech Threat Evolves…
The Open Banking initiative in the UK, the PSD2 directive in the EU and a Japanese equivalent are forcing banks to provide third party access via...
126 Views
ING Group: ThinkING Forward
Shares of ING Groep NV (INGA NA) are compelling. With attractive dividend and earnings yields of 4.8% and 9.0%, the bank is also undervalued by...
93 Views