Primer: Lloyds Banking (LLOY LN) - Sep 2025
UK-Focused Financial Services Leader: Lloyds Banking Group is a prominent UK-based financial services provider with a substantial presence in...
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Noteworthy UK Carnage
The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.
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AUB Group Placement - Good Track Record, Accretive Acquisition
AUB Group Limited (AUB AU) is looking to raise up to AUD200m (US$133m) to fund the acquisition of Pacific Indemnity. In this note we talk about the...
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HSBC Holdings:Â Conviction Returns
After years of decline, UK active managers are buying back into HSBC. Increased fund ownership and rising index weights make it more difficult for...
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Special Report: Bank Runs
The longer the banking crisis is drawn-out, the greater the risks related to a credit crunch and the higher the chance of a global economic recession.
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