There are 13 item(s) tagged with the keyword "Banks".
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The collapse of Silicon Valley Bank has thrust the banking sector back into the headlines. Fifteen years on from the GFC, the industry is once again attracting the scrutiny of nervous regulators and investors. “Plus ça change” one might be tempted to say.
In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Strategic Bond strategy, shares his thoughts on the market backdrop for fixed income, if the market is over-or-underpricing rate hike expectations, where he thinks credit markets will go next and gives his outlook for the next few months.
In the latest edition of Strategic Thinking, Colin Finlayson, co-manager of the Strategic Bond strategy, shares his thoughts on the key macro-economic factors that are worth watching for to determine the direction of fixed income markets in 2023. Colin also explains the reasons why we believe 2023 offers a much more positive outlook for bond markets and how we plan to take advantage of this within our portfolio positioning.
Displaying: 11 - 13 of 13