FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
Financials
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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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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Nedgroup Investments’ Ralph and Jeyarajah on ‘the boutique advantage’
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
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Q&A with Antipodes’ Savas: Three factors that led to SVB collapse
And the areas of the banking sector that look attractive
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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Rathbones’ Jackson: UK economy is more resilient than in 2008/09
Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
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Yoram Lustig: ‘In Israel in the 1980s, we had inflation of 400%’
T Rowe Price head of multi-asset solutions believes inflation will soon peak and the correlation between bonds and equities will drop
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Simon Peters: European banks are finally fit-for-purpose
Though it will be tough on many sectors, a tightening of monetary policy should be good news for banks
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AJ Bell asset climb continues with 21% rise in net inflows
Propelled by strong client acquisition
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Could rising rates finally see the stars align for specialist financial funds?
Polar Capital Global Financials Trust has doubled in price since pandemic tender offer slashed its total assets