Market Views Equity Financials
Ahead of the Curve | Thursday, 3rd February 2022
The Fed gets hawkish – Implications for banksLast week’s FOMC meeting showcased an increasingly hawkish Fed, underpinned during the press...
3 February 2022
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Investors’ Corner | Wednesday, 19th January 2022
Inflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
19 January 2022
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Ahead of the Curve | Thursday, 13th January 2022
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
13 January 2022
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Ahead of the Curve | Friday, 10th December 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
10 December 2021
Keep readingPodcasts & Videos Equity Financials
The new opportunities in financial equity – Douglas Branson, Mark Conrad
With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other...
2 December 2021
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Ahead of the Curve | Friday, 19th November 2021
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
19 November 2021
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Ahead of the Curve | Friday, 5th November 2021
European Bank earnings – shaping up to be the fifth quarter in a row of big beatsEarnings for the European...
5 November 2021
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Ahead of the Curve | Friday, 15th October 2021
Stagflation fears rising despite resilient demandRising inflation expectations amidst what is likely to be peak growth acceleration coming out of...
15 October 2021
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Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
1 October 2021
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Ahead of the Curve | Friday, 17th September
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
17 September 2021
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Ahead of the Curve | Friday, 3rd September
Bank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
3 September 2021
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Ahead of the Curve | Friday, 6th August 2021
ECB lifts dividend ban – banks poised to return significant amounts of excess capital to shareholders.The ECB finally lifted its...
6 August 2021
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