European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Liquid Universe of European Ordinary and Preferred Shares: March '26 Report

Liquid Universe of European Ordinary and Preferred Shares: April '26 Report

Liquid Universe of European Ordinary and Preferred Shares: May '26 Report

Liquid Universe of European Ordinary and Preferred Shares: January '26 Report

2025 in Review: Liquid Universe of European Ordinary and Preferred Shares

Liquid Universe of European Ordinary and Preferred Shares: December'25 Report

Event-Driven

<ul>
<li>
<strong>February</strong> saw dispersion widen modestly, with the median stable but the mean rising as structural right-tail spreads re-expanded.</li>
<li>Liquidity-Driven convergence worked selectively (Carlsberg, Fuchs), reinforcing the episodic nature of ord/pref tightening.</li>
<li>Structural anomalies persist, with Danieli widening and Handelsbanken remaining the universe’s dominant dispersion outlier.</li>
</ul>



February saw dispersion widen modestly, with the median stable but the mean rising as structural right-tail spreads re-expanded.
Liquidity-Driven convergence worked selectively (Carlsberg, Fuchs), reinforcing the episodic nature of ord/pref tightening.
Structural anomalies persist, with Danieli widening and Handelsbanken remaining the universe’s dominant dispersion outlier.


Telefonaktiebolaget Lm Ericsso (ERICB SS)

Bayerische Motoren Werke (BMW) (Pref) (BMW3 GR)

Telefonaktiebolaget LM Ericsso (ERICA SS)

Liquid Universe of European Ordinary and Preferred Shares: February '26 Report