Opportunities in Financials

In this virtual session, Partners & Portfolio Managers Gary Kirk & Gordon Shannon will share their views on the current opportunities within financials. The session will be structured around a number of topics, including:

• The return opportunities within financials currently from a valuation / yield perspective
• How to embrace pro-cyclicality within banks & insurance
• Thoughts on emerging market AT1s and RT1s
• Favourite bonds within banks and insurance