Liquid Universe of European Ordinary and Preferred Shares: April '26 Report
European dual-class spreads re-widened in April, with mean rising on right-tail moves. Liquidity-driven convergence persists, while structural...
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US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
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The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trumpâs campaign rhetoric tackled taboo subjects and hinted at major departures from...
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Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
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Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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