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
Financials
-
-
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
-
Q&A with Antipodes’ Savas: Three factors that led to SVB collapse
And the areas of the banking sector that look attractive
-
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
-
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
-
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
-
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
-
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
-
AJ Bell asset climb continues with 21% rise in net inflows
Propelled by strong client acquisition
-
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
-
Odey licking his wounds after challenging September
Odey European has fallen 19% this year
-
Clare Hart banking on financials despite dovish Fed
Disagrees with UK commentators that US/China trade dispute is the next Cold War
