Results for “EU European Union”

… defensive fully-regulated utilities can be found in all regions, however the highest concentration is found in the US. European, Asian and Latam utilities are more levered to economic growth and therefore tend to be no more interest rate-sensitive than broad market equities. Ev...

…ing is leading to the insolvency of insurers and pension plans, says John Dizard A time traveller from 2010 to today’s Europe would be shocked by what they find. The borderless Schengen area is now festooned with immigration and customs barriers, and financial markets are assum...

The BRIDGE platform currently comprises investments of between €20-120 million each, in 17 European infrastructure transactions. In 2016 alone, the BRIDGE team has achieved financial close for 11 infrastructure deals in Europe aggregating ca. €390m. When benchmarked against other...

Key financial market driver 1 - Eurozone crisis Key questions e What is the way forward for Eurozone banks? e What is the most likely course of events in Spain, Italy and Portugal? ¢ In what direction will the economy and the ECB go? ClO View (Probability: 65%*) Austerity and...

…ting Friday will be a bust and the Crimea referendum this weekend will result in "yes" given the 59pct ethic Russian makeup. Sunday/ Monday sanction rhetoric from ranging from g8 expulsion to Iran-style bank embargo is raised a notch. Russia follows with more threats of counter-...

…4, 2015 Terrorism - Metrojet and Paris Mark Externalization of ISIS Threat It has been a consensus view in the US and Europe that the dangers posed by ISIS included metastasizing into other Middle Eastern and African countries -- something that Turkey has already experienced an...

…p, Barclays, Credit Suisse. * Defined as 5-year Treasury yield rising more than 70 basis points over a 3-month period. European Bonds Unlike their US counterparts, European fixed income markets did not forfeit all their gains by the end of last year. This served as a poignant r...

…ports from the modest pickup in global growth we expect is likely to be dwarfed by ongoing US trade policy uncertainty, European political risk and China fears. Lastly, an acceleration of recent outflows from EMLD markets could magnify these risks, particularly since 60% of the c...

…ut tapering because the ability or willingness to do QE fades would likely cause a setback. Relief or Revolt relates to European politics. Will Europe follow the route to populism (revolt from the voters) or will we find relief for the markets by the end of 2017 from a Fillon/Mer...

…l vs call relative value trade is now riskier given the potential reversal in US reflation trades and the potential for European equities to rally in a French election market-favourable outcome. Unwind the position for the Tencent earnings Option expired; HSCEI was up 5.1% but t...

Preferred themes e High quality dividend yields (sourced from existing European ® and UK equities) High quality companies with geographically diversified business models that pay sustainable dividends offer an attractive income stream in a low yield world. Historically, dividend...

…rom our fundamental analysts. The yield on the basket is 5% with an average DPS CAGR of 7% and 1.8x covered. Table 3: European Yield Screen —- December 2016 Sedol BofAML ticker Company name Sector Divi Yield (>4%) DPS 2Y CAGR _Div'd Cover 426330 DNBHF DNB ASA Banks 42 23.9 20...

Eurozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for the I...

…ting Friday will be a bust and the Crimea referendum this weekend will result in "yes" given the 59pct ethic Russian makeup. Sunday/ Monday sanction rhetoric from ranging from g8 expulsion to Iran-style bank embargo is raised a notch. Russia follows with more threats of counter-s...

clairebotai RT @Spock_Capt: In the Science of Civilizations, Brexit | 23 Jun 2016, 1 | neutral Is the European Uniona€™s Reckoning 02:20 - CEST https://t.co/HxTKQiV2cw #geek #tech PapaSonsFil | If this storm isn't telling you that Brexit is doomed 23 Jun 2016, | London 0 | negati...