ANALYSIS: Investors bank on financials
Few sectors have been as volatile as banking stocks over the past few months and years. Despite that, bank equities could outperform on both sides of the Atlantic thanks to benign macro forces.
Banks
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The value rally – are investors right to be bullish?
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
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Central bank manoeuvring puts banks back in play
The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.
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When banks bleed, everybody feels the pain
There were many lessons to be learnt from the financial crisis in the latter part of 2008 and we have been given a timely reminder of one of the biggest.
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Fund managers ridicule rating agencies at Expert Investor Denmark
“I don’t think rating agencies are corrupt, I believe they are incompetent,” Healey continued. Their analysts are often inexperienced as they are often quickly poached by investment banks, he explains. “They have a very opaque structure as well. All their decisions have to be reviewed by investment committees, which are populated by business people, not…