Guilherme Reif, CFA的动态

In the September International Outlook, Daniel Marques - Head of Investors and Fixed Income of Bradesco Global Private Bank Miami and Miguel Moedas - Investment Advisor of Bradesco Global Private Bank Luxembourg, analyzed the global financial markets in August. They highlighted the complicated beginning, the fall of risky assets and the recuperation of this decline by the end of the month. Economic data is showing that growth is decelerating, however, not entering into a collapse. Watch the video to find out more. Bradesco Global Private Bank #investment #marketoutlook #economics #bradescoglobalprivatebank

European investment banks are back… Our piece in IFR using new Boston Consulting Group (BCG) industry data… European banks should play to their DCM (Debt raising) strengths. Europeans firms have lost ground in ECM and M&A in recent years. But they remain a force to be reckoned with in the business of underwriting bond offerings. A resurgence in bond underwriting fees has underpinned investment banking revenues in Q1. That's good news for the likes of Barclays Deutsche Bank BNP Paribas that have strong DCM franchises DCM is actually one area where the big 5 US banks have lost market share lately. Americas represents 35% of deal fees in DCM vs. ~ 50% for total investment banking fees The upshot of all this? Europeans should focus on what they're good at. And they're good at DCM. #banks #markets Full IFR article in comments ??

Sharing is caring! Never put everything in a basket. Does it sound familiar to you? While your Private Banker helps you to grow your wealth by diversifying your portfolio. In this context, your Private Banker helps you to multiply your money by investing in various baskets based on the market situation or risk appetite. Last evening, I was honoured and invited by #Citibank IPB SG to have me share about #diversifying your asset class through real-estate linked residence by investment programs. Investing in #international real-estate clearly shows that you are one level above local real estate investors. You know the importance of diversifying from local real estate. "How about investing in international real estate with 2 potential benefits?" ? Residence status of the country ? Rental income in foreign currency Thoughts??? #globalmobility #residencebyinvestment #diversify

Confirming our strong position and ability to tap the markets, Alpha Services and Holdings successfully priced a Euro 500 million, Subordinated Tier II bond, with a maturity of 10.25 years, callable in 5.25 years and a yield of 6.125%. ? The transaction attracted high interest from the international investor community, with orders coming in from more than 130 accounts, exceeding €1.5 billion, ratifying investors’ perception on the progress of the Bank.? ? Commenting on the outcome, Group CFO, Lazaros Papagaryfallou noted: “Strong demand from a well-represented international investor base led to this successful outcome, at a coupon well within initial market expectations. We regard it as a clear vote of confidence in the future of Alpha Bank and in the outlook for the Greek economy.”? ? Read more: https://alphab.gr/3xaxiWI ? #AlphaBank #AlphaHoldings #Tomorrow #GreekEconomy

The UBS Asset Management Emerging Markets Fixed Income team recently attended the 2024 International Monetary Fund (IMF) and World Bank Group (WBG) Annual Meetings which took place from Monday, October 21 to Saturday, October 26 in Washington, D.C. We had some key takeaways. ·??????Some EM countries that last year were thought to potentially have trouble meeting their debt repayment schedules have had remarkable turnaround stories. ·??????With no EM default expected this year, we see a turning point for EM external debt and sense investor sentiment towards EM debt has improved. ·??????The IMF attributed the overall resilience in EM to improved monetary policy credibility and more effective management of fiscal risks. The narratives around distressed sovereigns remain idiosyncratic. https://lnkd.in/dxqMBS3V #emergingmarkets #investing #fixedincome #IMF2024

BBVA 6Y EU Index 100% Capital Protected Issuer Callable Note Memory?Coupon Rate:? > USD: 6.7% per annum > GBP: 6.3%?per annum Investment linked to?Euro Stoxx 50 Index Capital Protected Level:?100%?at maturity. This investment product lasts for a maximum of 6-years. This exclusive product is available for a limited time only, closing on the 19th of September 2024. Structured products are designed to offer investors regular income along with downside protection. Used correctly, a vital investment tool, especially in a sideways market. (Growth Returns not guaranteed). Whether you're aiming for growth, income, or a balanced approach an investment adviser can help you, contact me at [email protected] or Book an Appointment on my profile and let us create an investment strategy for you. #StructuredProducts #InvestmentOpportunities #Index #Investing #PassiveIncome

The General Meeting of Shareholders of Alpha Services and Holdings was held today via teleconference, sending a clear message of confidence for the future of our Bank. The General Meeting approved the distribution of a total amount of Euro 122 million dividend payment and share buyback, thus marking a return to the long tradition of rewarding our Shareholders, and the beginning of a new cycle in growth and profitability. Speaking at the General Meeting, Chairman of the Board Vasileios Rapanos expressed his optimism for the domestic banking sector: "Greek banks have solidified their position in the last years by significantly improving their financial volumes, amid unstable global geopolitical and economic conditions. The enhanced liquidity has enabled them to enhance their loan portfolio through a prudent risk management, thus supporting the growth of the Greek economy." Addressing the Shareholders, CEO Dr. Vassilios Psaltis, highlighted: "We are now in the strongest position of the last few years, and this fills us with confidence and decisiveness to reach new heights. Our goal is to make Alpha Bank the Bank that stands on the side of entrepreneurship, fosters international strategic partnerships with a view to offering opportunities to its Customers, while also investing in technology and daring to lead the agenda in the banking sector. Most importantly, an organization that supports our People, stands next to Society as a responsible partner, and is continuing to grow and reward our Shareholders." Read more: https://alphab.gr/3YigI2h #AlphaBank #AlphaHoldings #GeneralMeeting #Tomorrow #GreekEconomy

RV of AUD Bank Capital Securities: Is it Time for a Switch? The relative value of bank capital securities has shifted in July. Offshore-issued AUD Tier 2 is now trading wider than comparable domestic issues, presenting potential switch opportunities on the USD Tier 2 curve. While AUD Major Bank Tier 2 spreads have tightened, they remain fair compared to Senior debt. However, ASX-listed hybrid spreads appear expensive. For those seeking higher yields, offshore global bank Tier 1 offers a significant pick-up, though outright spreads are tight historically. #bankcapital #fixedincome #investing #relativevalue #australia #globalmarkets

Introducing the BBVA 6Y EU Index 100% Capital Protected Note with exclusive features: - Memory Income Rate: USD = 6.25% Per Annum, GBP = 6.05% Per Annum - Investment linked to the Euro Stoxx 50 Index - Capital Protection Level: 100% at maturity This limited-time product offers a unique opportunity, closing on October 17, 2024. Structured notes provide potential returns in various market conditions, offering income stability. While returns are not guaranteed, these products are designed to cater to diverse investment goals. For tailored investment strategies, reach out to me at [email protected] or schedule an appointment on my profile. Let's navigate the world of structured products and create a plan that aligns with your financial objectives. #StructuredProducts #InvestmentOpportunities #CapitalProtected #FixedIncome #Investing #PassiveIncome

The global private credit craze is spilling into the globe’s fastest-growing region, Asia—with explosive potential, eventually. Goldman Sachs Group and Mubadala Investment, the sovereign wealth vehicle of Abu Dhabi, announced a $1 billion Asian private credit fund in February. That follows a $1.1 billion vehicle that private markets giant KKR unveiled two years ago. These ventures look tiny compared with the $34 billion U.S.-oriented direct lending fund that Ares Management just announced, breaking industry records. But Asia’s growth curve could be steep. https://lnkd.in/gjguvUCk