Vinod Kothari Consultants’ Post

VP Bank: Wealth Transfer is Fueling Intermediaries Growth: Liechtenstein-headquartered VP Bank is positioning itself as the alternative lender for& intermediaries in Asia, which is benefiting from tailwinds& linked to a historic intergenerational transferal of wealth. #VPBank #wealthtransfer

TL;DR For banks like Deutsche to do big deals they’ll need to offset acquisition accounting with capital relief on things like mortgages>> This Neat UBS Trick Could Kickstart European Bank Deals https://lnkd.in/eWa2sf2j

Perp NC5Y and NC10Y both priced at 9.25% coupon So many clients avoid AT1s these days like toxic. Even when they enter assets that is much more speculative. Do avoid such mental bucketing when investing. Know the risk and the premium you demand for it. Understand the spectrum of risk assets is wide. Everything has a price.

WHAT'S AHEAD FOR CORPORATES IN 2024 AND BEYOND: CORPORATE GOVERNANCE, INVESTOR ENGAGEMENT, PROXY VOTING & DEPOSITARY RECEIPTS: A big thank you to Matt Edmund, Director, Head of EMEA Depositary Receipts Sales, and to Isaure de Vaumas, MD, Head of Corporate Coverage FraBeLux and Global Co-Head of Lending at Deutsche Bank for inviting me to their brilliant and seriously well-attended presentation last week on those increasingly important topics for listed compagnies - from Mid to Large Caps. Given their seeming complexity, it is arguably key to prepare but also to "de-mythify" these topics, which the Deutsche Bank teams across their respective expertises managed to perfectly do also by bringing strong contributors as well (Edouard Dubois, Head of Proxy Voting at Amundi Asset Management and David Chase Lopes, Managing Director EMEA at D.F. King) Inbound is a regulated independent advisor to Small- and Mid-Caps: www.inbound.capital #smallcaps #midcaps Matt Edmund, Isaure de Vaumas, Matthieu Viallet, Virginie Boucher-Ferte , Isabelle Minneci , Jean Claude Le Grand , Pierre PEDROSA , Clémence Mignot-Dupeyrot , Lore Lepine , Louis Igonet, Arthur Carli , Francois Langlade-Demoyen , Aymeric Debains https://www.adr.db.com

Read article: https://ow.ly/iEeJ50PBKF2 #JupiterAM #CoCos investors have had to be resilient this year as the asset class has come under unprecedented pressure following the fallout from the collapse of Credit Suisse. Luca Evangelisti shares his views on the outlook for the second half of 2023 and identifies the opportunities he sees within the asset class. #JupiterFixedIncome #FixedIncome

The Central and Eastern Europe (CEE) #SRT market is on the cusp of maturity, benefitting from a clear regulatory framework and increasing issuer and investor interest. Wasif Kazi, a member of the #securitisation team at UniCredit, highlights the breadth and depth of the sector in our latest jurisdiction focus piece. SCI subscribers can read the full article here: https://lnkd.in/ePCBayXi #synthetics #securitization #CRT #risktransfer #capitalmanagement #risksharing #structuredcredit #structuredfinance #capitalrelief #emergingmarket #CEE

Top #CLO stories on 9fin this week ➡ A plethora of CLO liquidations via loan bwics flooded the market once again this week. We covered each of these liquidations with details on the CLO (latest liquidation - https://lnkd.in/eHfYJ66T), the underlying assets on sale, and some post trade analysis on the assets which did not trade - https://lnkd.in/eYxkg2is ICYMI, we go into details on why CLO redemptions are back in the money in this article from last week - https://lnkd.in/ehfzkXiE ➡ A CLO investor joins the growing list of firms in the process of launching a European CLO business - https://lnkd.in/eBzwzEqw ➡ Updated IPT on a European CLO reveals strong demand with triple a at 150bp and equity tranche to be oversubscribed - https://lnkd.in/esJ8vWhu ➡ HSBC looks to bolster European CLO team - https://lnkd.in/e-BVVFd5 With Michelle D'souza, Sam Robinson, Charlie Dinning and Laura Thompson.

Read article: https://ow.ly/kcQc50PBKCC #JupiterAM #CoCos investors have had to be resilient this year as the asset class has come under unprecedented pressure following the fallout from the collapse of Credit Suisse. Luca Evangelisti shares his views on the outlook for the second half of 2023 and identifies the opportunities he sees within the asset class. #JupiterFixedIncome #FixedIncome

Invest in diverse assets, industries, and regions to keep your portfolio balanced. Different assets react differently to economic events. When one asset performs poorly, another might offset your losses. Try demo trading for free: https://bluesuisse.com/ 58.6% of retail investor accounts lose money when trading CFDs with Blue Suisse Limited. You should consider whether you can afford to take the high risk of losing money. #currencypairs #cfdtrading #broker #cfdbroker #cfdtrading #financialeducation #forex

Read article: https://ow.ly/u7QY50PBKG8 #JupiterAM #CoCos investors have had to be resilient this year as the asset class has come under unprecedented pressure following the fallout from the collapse of Credit Suisse. Luca Evangelisti shares his views on the outlook for the second half of 2023 and identifies the opportunities he sees within the asset class. #JupiterFixedIncome #FixedIncome