…weight the US, and move most of the overweight into EM Asia. We have moved some of our credit overweight from the US to Europe. � Economics –– The data flows continue to confirm that June/July was likely the bottom in global activity growth, and that we are gently lifting from th...
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…ine prosecutors. 16 [*848] This kind of redundancy through administrative review now exists in English, Irish, and many European criminal justice systems. 17 More ambitiously from a U.S. perspective - because it is rare here - judicial power to review prosecutorial charging decis...
… , we look in-depth at an issue that affects markets and portfolios. Last year, we examined the unraveling situation in Europe. Unfortunately, most concerns we expressed last year have been borne out, and are getting much worse (I spent the weekend reading legal documents on a Eu...
…ange governments, as opposed to perceptions, may ultimately prove more rewarding. Russias wager on the rise of friendly European populist parties already seems to be paying off. After Britain's vote to withdraw from the EU and the triumph of Donald Trump in the United States, the...
Equity styles UBS View Prefer value and large caps in Europe, mid caps in US ¢ We recommend that investors look for value opportunities in Europe: The cheapest stocks within each sector are at extreme relative valuations, which should begin to normalize. Within Financials, howev...
…ll steepening (2yr -48bps, 2510s +28bps) = 10 quarters, bull flattening (2yr - 27 ps, 2510s -30bps) = 12 quarters Long Europe equities via yield stocks & index dividends We continue to run two yield related trades in European equities. First, we remain long a broad selection of...
…urther information. We look forward to hearing from you soon. THC TIIC Group backed by Edmond de Rothschild, is a pan-European infrastructure firm advising on mid-market infrastructure projects across Europe in both the transportation and social sectors. It was established in 2...
…urther information. We look forward to hearing from you soon. THC TIIC Group backed by Edmond de Rothschild, is a pan-European infrastructure firm advising on mid-market infrastructure projects across Europe in both the transportation and social sectors. It was established in 2...
THC TIIC Group backed by Edmond de Rothschild, is a pan-European infrastructure firm advising on mid-market infrastructure projects across Europe in both the transportation and social sectors. It was established in 2008 by the 3 founding partners of TIIC Group, Jaime d’Almeida,...
… Russian History: Yes, People Died, but ...," New York Times, August 15, 2007, http://www.nytimes. com/2007/08/15/world/europe/15iht-letter.1.7122937.html. 2. “The Rewriting of History,” Economist, November 8, 2007, http://www.economist.com/node/10102921. 3. Gabriela Baczynska,...
…h as Rates while more constrained peers are forced to pull back. In terms of its ability to take market share away from European banks, management noted that European banks are more likely to cede share in Fixed Income and less so within Equity and Banking. • Longer term goal of...
…ay for an event hosted by a right-wing Swiss magazine. Bannon ADRIAM Plkfrv-wR,CSTTY IMACIVS BY JASON HOROWITZ Takes On Europe, With Populist Toolbox in Viand MILAN — Stephen K. But it is Italy, where populist o uli t b • Just that. Only months ago, Mr. Bannon was forced out of t...
… internal investigation of his suspicious computer activities. According to Tyler Drumheller, the former CIA chief for Europe, such an internal investigation was not undertaken lightly or because of an “email spat.” He said that such an investigation was “a big deal” involving...
…ny for Xi Jinping: The Governance of China, at the Frankfurt Book Fair on Oct 8. Courtesy, not confrontation, best for Europe inister of Commerce Gao Hucheng arrived in the lobby of the European Commission's headquarters at 9 o'clock on Saturday morning. He was Jed to the offic...