Opportunities in Financials

Market Update
| 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

 

Share:

Explore related topics:

Most viewed:

Why staying in cash could cost you 10% to 30% UBS deal a cathartic moment for AT1sWhat are AT1 bonds, and how do they work?

Up next:

US Yield Curve Set To Continue Underperforming
TwentyFour Blog | Read | 3 min