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“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
Keep readingMarket ViewsPodcasts & Videos Equity Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
12 December 2024
Keep readingMarket ViewsPodcasts & Videos Equity Financials
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
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How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
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The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
24 March 2023
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Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
21 March 2023
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Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
10 March 2023
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Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
22 February 2023
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Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
15 February 2023
Keep readingMarket ViewsPodcasts & Videos Financials
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
21 December 2022
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