Registered Area | Background | Paris Contact Us | Background | Frankfurt Careers | Background | London Careers | Background | Rome Investment Approach | Background | Amsterdam Investment Approach | Background | Amsterdam

Best Reads

Italy bank showdown looms in test for European consolidation (Reuters)

July 1, 2020 | File Under: , , ,

“As many bankers fled Italy’s financial capital for second homes in the mountains or lakes at the start of a coronavirus lockdown in March, Victor Massiah rushed instead to rent a house within walking distance of UBI Banca’s Milan offices.” – by Andrea Mandala, Valentina Za and Pamela Barbaglia

Read More

ECB redoubles campaign for banking mergers (The Irish Times)

July 1, 2020 | File Under: , , ,

“The European Central Bank (ECB) has redoubled its efforts to encourage mergers and acquisitions in the euro zone banking sector by seeking to tackle market myths and launching a public consultation on its approach to consolidation.” – by Joe Brennan ECB Public Consultation Announcement here.

Read More

Ireland’s Martin to Lead Historic Government Coalition (VoA)

June 29, 2020 | File Under: ,

” Centrist politician Micheál Martin became Ireland’s new prime minister Saturday, fusing two longtime rival parties into a coalition four months after an election that upended the status quo.” – by Associated Press

Read More

Inside Wirecard (FT)

June 28, 2020 | File Under: , , ,

Extensive series detailing Wirecard’s path to insolvency.

Read More

Germany Weighs Measures Against U.S. Over Nord Stream Threat (Bloomberg)

June 28, 2020 | File Under: , , , , , ,

“Germany is preparing to strike back against the U.S. if President Donald Trump follows through on his threat to kill off the Nord Stream 2 gas pipeline with additional sanctions.” – by Patrick Donahue and Brian Parkin

Read More

The Appeal Of Investing In Banks Is Very Strong (The Corner)

June 23, 2020 | File Under: , , , ,

“If we assume there will be no break-up of the euro, and that banks will not need significant capital hikes, the appetite for investment is very strong. Average revaluation expectations are close to 100% within a 1-2 year period.” – by Ofelia Marín-Lozano

Read More

A new credit cycle ushers in fresh class of European NPLs (GlobalCapital)

“Just when it looked as though the European NPL tide was at last beginning to fall, 14 years on from the start of the great financial crisis, a new surge of NPLs is on the horizon.  It’s time to launch the securitization lifeboats.” – by Tom Brown

Read More

First European CLOs Fail Key Test Amid Strain of Pandemic Impact (Bloomberg)

June 23, 2020 | File Under: , , ,

“Cracks have appeared in the defenses of European collateralized loan obligations for the first time since the last financial crisis as portfolios buckle under the strain of the coronavirus pandemic.” – by Sarah Husband

Read More

European investors’ appetite for risk growing (Pension & Investments)

June 16, 2020 | File Under: , , , , ,

“As European countries are easing travel restrictions and governments and central banks have stepped up monetary and fiscal support, investors are looking for opportunities to take on more risk.” – by Paulina Pielichata

Read More

New U.S. Sanctions For Nord Stream 2? What’s At Stake (Forbes)

June 8, 2020 | File Under: , , , , ,

“A new proposal to clarify and expand U.S. sanctions on the Nord Stream 2 pipeline has been just introduced in the U.S. Senate. Spearheaded by Senators Ted Cruz (R) and Jeanne Shaheen (D) the bill has a rare bipartisan support. If expanded, the sanctions would impact all pipeline laying activities as well as companies that provide […]

Read More