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Apples Versus Pears: IPOs in the US and Europe Why have there been more IPOs in the US than in Europe in ? Using All Levers A look at how the pandemic and its aftermath might impact the credit risk profile of borrowers in the European leveraged finance market.
Limitations of Liquidity Risk Frameworks We investigate some best practices around liquidity risk, with a focus on: a risk management toolkit needed to monitor, analyse and control liquidity risk; the limitations of these tools; and how investors can address these limitations.
Britain Revisited: UK Outlook Post Covid Why we believe the UK may well outperform other developed markets over the next 12 months. Tailwinds: Asian Equities After the Coronacrisis Three factors will dictate returns in emerging-market Asian equities: EM stock dispersion, earnings surprises and the US dollar.
Turkey: Running Out of Time Turkey is heading for a full balance-of-payment crisis. Turkey: Running Out of Time Webinar Portfolio Manager Ehsan Bashi discusses why Turkey may fall into a full balance-of-payment crisis.
Discere Mutari Est: Coronavirus and Higher Education Could issues that have long haunted higher education — such as student debt and representation of ethnic minorities — become a thing of the past?
Show More. The Watchwords for Caution, Clarity and Cross-Asset-Class Visibility Investor focus will be on an over-leveraged system and particularly on BBB-rated credit in , in our view.
October: Anatomy of a Gruesome Month After a gruesome October, what lies ahead as the bull market chunters towards its inevitable end?
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