Piraeus: Goodbye 2020, Hello Sunrise
Piraeus struggled in 2020 and news of a capital increase have clobbered shares. We do though see deep value over the long-term - if they execute on...
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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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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Greek Banks: It's All About "HAPS" And that Requires Risk Appetite
In this insight, we take a look at Greek banks and place them in the context of an improving pre-COVID 19 economy, a supportive post-COVID-19...
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Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
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