Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
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The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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Selected European HoldCos and DLC: November 2025 Report
Holdco discounts diverged in November: GBL strengthens its case, Investor stays rich, Porsche SE sits at structural levels, Vivendi’s setback...
419 Views
Liquid Universe of European Ordinary and Preferred Shares: November'25 Report
Dual-class spreads tightened in November as liquidity improved. MFE, Grifols and Henkel lead convergence opportunities, while Nordic...
326 Views
Real Estate Reflections Taking a Breather
Precinct (PCT) raised NZ$325m of additional equity in the month, which weighed on sector performance as investors looked for funders, and the risk...
188 Views