Opportunities in Financials

| Watch | 35 min

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