Michalis Ditsas Michalis Ditsas

20 years of experience
Investment Specialist

European Banks and the search for value
European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and regulatory changes should support positive performanc [...]
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Navigating uncertain times through high conviction, diversif [...]
The early months of 2018 have been challenging for investors across asset classes. [...]
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10 reasons for a weak dollar in 2018
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. [...]
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Icarus flight and lessons for todays markets
History, but also legend, teaches us to be cautious of the risks around us. [...]
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Hunting for yield in safe grounds
Subordinated debt offers an attractive balance between risk and return, and a range of positive characteristics, namely attractive yield, IG credit quality of issuers, liquidity, and the ability to ab [...]
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