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Extraction Summary

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People
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Organizations
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Quotes

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Type: Financial research report (appendix)
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Summary

This document is page 23 of a 'Global Cross Asset Strategy – Year Ahead' report dated November 30, 2016, published by Bank of America Merrill Lynch. It contains 'Appendix 1: Methodology', describing the criteria for selecting trade ideas for institutional investors, and 'Appendix 2', which provides a table of recommended COCO bonds. The table lists specific bonds, prices, and yields for major banks, including Deutsche Bank AG and Credit Suisse. The document bears the stamp 'HOUSE_OVERSIGHT_014454', indicating it was produced as part of a congressional investigation, likely related to financial oversight.

Organizations (14)

Name Type Context
Bank of America Merrill Lynch
BofA Merrill Lynch Global Research
BofAML Global Research
Credit Agricole SA
Barclays PLC
Banco Bilbao Vizcaya Arg
Nykredit Realkredit AS
Credit Suisse
Deutsche Bank AG
Lloyds Banking Group PLC
Cooperatieve Rabobank UA
Societe Generale
Unicredit SPA
House Oversight Committee

Key Quotes (3)

"This publication is aimed at multi-asset institutional investors who tend to have a longer term time horizon for their investments."
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Quote #1
"Once selected it is assumed that the trade would likely be retained for a minimum of six months"
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Quote #2
"Our set of trades should not be regarded as a portfolio but a collection of ideas to implement in a multi-asset portfolio."
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Quote #3

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