BIHC Briefings

Download BIHC Briefings by clicking on the covers and use the button below to contact us to request every future issue.

 

 

Setting the stage for Greece’s top performers amid latest global macro, political dramas – 18/02/25

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Unbalanced, undersupplied market allows issuers to go from blackouts to blow-outs – 09/02/25 

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2025 Outlook Investor Roundtable: Cross-currents

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2025: The only way is down? Macro risks trump technicals in CACIB investor survey – 13/12/24

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September sets AT1 record ahead of 2025 peak, bringing par call strategies to the fore – 10/10/24

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Yield-hungry investors pile into AT1 pack at tight levels as Fed ignites FIG fireworks – 08/09/24

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Macron puts Powell in the shade as markets recoil at prospect of RN, torpedoing supply – 16/06/24

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Return towards IG: Today’s FIG landscape a promising stage for next Greek adventures – 12/03/24

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Primary defies concerns as investors lap up FI supply, driving spreads and NIPs tighter – 23/01/24

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2024: Everything Can Happen — Financial institutions investor roundtable with the EBA – 28/12/23

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Tone downbeat in wake of hawkish Fed, but selective opportunities for issuance remain – 01/10/23

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CMDI proposals could prompt downgrades, MREL supply, but tough discussions ahead – 18/07/23

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Euro bank debt recovers strongly to reopen ahead of Easter, as rate outlook improves – 04/04/23

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Pause for thought after blistering FIG start as volatility rises on persistent inflation prints – 26/02/23

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The 2023 Regulatory Angle: EBA, ECB and SRB on their supervisory priorities – 06/02/23

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TD Bank hits euros as spreads rebound, but positivity set to be tested in ‘critical week’ – 25/07/22

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Banks capitulate amid relentless volatility, but Handelsbanken Tier 2 reopens sub debt – 30/05/22

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Downside risks return to the fore after resurgent primary phase for FIG issuance – 11/04/22

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Primary hit by curve repricings as inflation hastens rate, purchase programme moves – 15/02/22

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European banks — the regulatory angle: EBA, ECB & SRB on supervisory priorities – 09/02/22

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Insurance outlook 2022: industry ‘well placed’ to face regulatory, rating challenges – 27/01/22

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2022 set for bumper, bumpy reopening as inflation, Covid complicate macro outlook – 22/12/21

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AIA, Allianz put down markers as coupon records fall on back of Powell taper stance – 03/09/21

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Dollar bank capital hits new highs as rates stabilise, overshadowing cautious euro mart – 01/06/21

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Resilient credit market sets stage for burst of sub insurance hits from AIA, Axa, CNP – 09/04/21

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Primary execution improves after subdued New Year start, as supply collapse hits home – 21/01/21

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Banking turbulences in a Covid world: ECB, SRB & EBA on supervisory priorities – 06/11/20

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Euro AT1s prove hits for Nykredit, CASA, as investors overcome cautious edge to pile in – 15/10/20

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Long duration, no-grow Commerz AT1 shows favourable dynamics of supply-starved euros – 13/09/20

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Financial institutions find slimmer pickings in last minute pre-summer capital deals – 10/07/20 

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AT1s take off after NFP shock, but credit markets quickly come back down to earth – 11/06/20 

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MEPs’ AT1 coupon cancellation proposals raise remote but serious risk to product – 05/06/20 

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Euro Tier 2s fly on back of renewed rally, as optimism feeds fear of missing out - 01/06/20

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Bank capital emerges from lockdown, but Fed warns even as its support drives market – 18/05/20 

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Insurers pass initial test of resilience, but unknowns could impact solvency ratios – 15/04/20 

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Unprecedented stimuli spur rally, supply surge, but pandemic casts long shadow – 30/03/20 

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Italians lead AT1 charge as insatiable demand drives asset class to new heights – 21/02/20 

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