EU Economics

Investing in the European Bank Debt Markets

Investing in the European Bank Debt Markets

Credit & Risk

6 min readWhat happened with Credit Suisse and what cash investors may be able to take away from the experience. Amidst the recent turmoil in the banking system, investors have taken a renewed interest in their bank debt holdings, particularly in the case of Credit Suisse. In a highly unusual move, regulators flipped the established creditor hierarchy…

Winter is Coming: The Risk of Energy Shortages in Europe

Winter is Coming: The Risk of Energy Shortages in Europe

Investment Management

7 min readHow Russia’s halt on the Nord Stream 1 pipeline may lead to energy shortages in Europe Co-authored by: Matthew Paniati  As the US economy faces high inflation, slowing growth, and aggressive monetary policy, another macroeconomic threat has presented itself overseas. On August 31st, 2022, Russian-controlled Gazprom PJSC announced an indefinite halt on natural gas flows…