Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
banks
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Algebris: Banks remain profitable despite rate cuts
Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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Mind Money: How to adapt to the shifting world economy
Markets are changing and asset managers need to change the way they invest, writes Julia Khandoshko
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Kempen’s Plouvier: How I learned to stop worrying and start loving European banks
Investors have been bruised by European banks, but it is worth re-examining their negative perceptions, writes Luc Plouvier
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UK companies drop special dividends by 79% in 2023
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
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AJ Bell: 2023 forecasts for FTSE 100 dividend pay-outs fall as earnings slump
Shareholders are predicted to receive £78.7bn in income for the year
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Global dividends hit record £449bn as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis
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Battle of the banks: Should investors turn to challengers or stick with incumbents?
Several fund managers debate the merits of investing in the ‘Big Five’ lenders amid a busy month for the sector
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The implications of rising gilt yields
Sterling-based gilts are becoming increasingly popular despite inflationary headwinds
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Artemis CIO: The silver lining after the golden age of easy money
Artemis CIO Paras Arnand explains why the economy still seems healthy, despite recent market turmoil
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FCA to grill bank bosses as cash rates lag investment platforms
CEOs of Barclays, HSBC, Natwest and Lloyds have been asked to attend a meeting