Market Views Equity Financials
Ahead of the Curve | Friday, 23rd July 2021
US bank earnings come in strong – with further signs of accelerating loan growth.With most large US bank earnings now...
23 July 2021
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Financials
Market Outlook and Review H2/H1 2021 – Simon Peters,Douglas Branson
In this podcast, Simon Peters, Investment Strategist, and Douglas Branson, Head of Business Development review how markets performed in the...
16 July 2021
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Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
9 July 2021
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Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
25 June 2021
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Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
11 June 2021
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Ahead of the Curve | Friday, 28th May 2021
European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
28 May 2021
Keep readingMarket Views Credit Financials
Central bank policy impact on banks
Central bank monetary policy has lifted asset prices but reduced yields on most market-based instruments. The impact of this, combined...
11 May 2021
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Ahead of the Curve | Friday, 7th May 2021
Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...
7 May 2021
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Ahead of the Curve | Friday, 23rd April 2021
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
23 April 2021
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Ahead of the Curve | Friday, 9th April 2021
Webinar on Outlook for Financials.Please join us on 13th April at 14:30 BST for a webinar with Mark Conrad (Portfolio...
9 April 2021
Keep readingPodcasts & Videos Equity Financials
Are the planets finally aligning?
Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient...
1 April 2021
Keep readingMarket Views Equity Financials
Ahead of the Curve | Friday, 26th March 2021
Investment banking remains on fire – Very strong start to 2021.Amidst all the attention on rising rates in the past...
26 March 2021
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