Following years of investors rightly wanting little to do with bank shares, it is important to periodically reassess if sufficient catalysts are finally in place for the opportunity in financial equities to play out. Having weathered the COVID storm in resilient fashion, the top-down macro-economic environment is supportive for the sector and earnings revisions are bouncing back strongly. In this latest edition of The Alpha Horizon, Simon Peters (Investment Strategist) and Douglas Branson (Head of Business Development) discuss the market environment and highlight an opportunity that should not be dismissed for legacy reasons of the past.
