BIHC Briefings
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Setting the stage for Greece’s top performers amid latest global macro, political dramas – 18/02/25
Unbalanced, undersupplied market allows issuers to go from blackouts to blow-outs – 09/02/25
2025 Outlook Investor Roundtable: Cross-currents
2025: The only way is down? Macro risks trump technicals in CACIB investor survey – 13/12/24
September sets AT1 record ahead of 2025 peak, bringing par call strategies to the fore – 10/10/24
Yield-hungry investors pile into AT1 pack at tight levels as Fed ignites FIG fireworks – 08/09/24
Macron puts Powell in the shade as markets recoil at prospect of RN, torpedoing supply – 16/06/24
Return towards IG: Today’s FIG landscape a promising stage for next Greek adventures – 12/03/24
Primary defies concerns as investors lap up FI supply, driving spreads and NIPs tighter – 23/01/24
2024: Everything Can Happen — Financial institutions investor roundtable with the EBA – 28/12/23
Tone downbeat in wake of hawkish Fed, but selective opportunities for issuance remain – 01/10/23
CMDI proposals could prompt downgrades, MREL supply, but tough discussions ahead – 18/07/23
Euro bank debt recovers strongly to reopen ahead of Easter, as rate outlook improves – 04/04/23
Pause for thought after blistering FIG start as volatility rises on persistent inflation prints – 26/02/23
The 2023 Regulatory Angle: EBA, ECB and SRB on their supervisory priorities – 06/02/23
TD Bank hits euros as spreads rebound, but positivity set to be tested in ‘critical week’ – 25/07/22
Banks capitulate amid relentless volatility, but Handelsbanken Tier 2 reopens sub debt – 30/05/22
Downside risks return to the fore after resurgent primary phase for FIG issuance – 11/04/22
Primary hit by curve repricings as inflation hastens rate, purchase programme moves – 15/02/22
European banks — the regulatory angle: EBA, ECB & SRB on supervisory priorities – 09/02/22
Insurance outlook 2022: industry ‘well placed’ to face regulatory, rating challenges – 27/01/22
2022 set for bumper, bumpy reopening as inflation, Covid complicate macro outlook – 22/12/21
AIA, Allianz put down markers as coupon records fall on back of Powell taper stance – 03/09/21
Dollar bank capital hits new highs as rates stabilise, overshadowing cautious euro mart – 01/06/21
Resilient credit market sets stage for burst of sub insurance hits from AIA, Axa, CNP – 09/04/21
Primary execution improves after subdued New Year start, as supply collapse hits home – 21/01/21
Banking turbulences in a Covid world: ECB, SRB & EBA on supervisory priorities – 06/11/20
Euro AT1s prove hits for Nykredit, CASA, as investors overcome cautious edge to pile in – 15/10/20
Long duration, no-grow Commerz AT1 shows favourable dynamics of supply-starved euros – 13/09/20
Financial institutions find slimmer pickings in last minute pre-summer capital deals – 10/07/20
AT1s take off after NFP shock, but credit markets quickly come back down to earth – 11/06/20
MEPs’ AT1 coupon cancellation proposals raise remote but serious risk to product – 05/06/20
Euro Tier 2s fly on back of renewed rally, as optimism feeds fear of missing out - 01/06/20
Bank capital emerges from lockdown, but Fed warns even as its support drives market – 18/05/20
Insurers pass initial test of resilience, but unknowns could impact solvency ratios – 15/04/20
Unprecedented stimuli spur rally, supply surge, but pandemic casts long shadow – 30/03/20
Italians lead AT1 charge as insatiable demand drives asset class to new heights – 21/02/20