Axiom Alternative Investments celebrating its 10th anniversary – David Benamou on BFM Business
European Financials: Value trap or Investment opportunity? A panorama of the European banking sector by David BENAMOU.
AXIOM PUBLICATIONS
EBA 2018 Transparency report: a new analysis of NPE provisioning shortfalls
Non-Performing Exposures (NPE) risk remains a key driver of asset performance for EU banks as shown by the recent market reaction to the stance of the SSM on the legacy stock of NPE. In this short memo we perform a new analysis of the provisioning shortfalls of EU banks, based on the latest EBA transparency...European Banks NPE provisioning shortfalls
Following the transparency report released by the European Banking Authority, Axiom Research team is pleased to share with you a dedicated study describing the recent developments around the European banks NPE provisioning shortfalls. You will find below a summary of the key points highlighted in the study as well as the original document. The banking union...
“A New Regime for Banks’ Sovereign Exposures – Towards a more diversified sovereign exposure of euro-area banks”
See below the latest European Parliament release on Sovereign Concentration Charges, in which Jérôme Legras, Head of Research at Axiom Alternative Investments, has been aknowledged for his contribution. The study covers the New Regime for Banks’ Sovereign Exposures and makes a concrete proposal for a new EU legislation to be adopted with the aim of…
Catalonia: our analysis
Although we believe the likelihood of Catalonia becoming independent is low (lower than Scotland for example), the ramifications of the current situation are important enough for us to believe that it is a key risk in the next few months. Download the document