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Disclaimers Performance Prospectuses and Forms
Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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A Tale of Two Markets
The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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Today, Banks have greater capital strength and liquidity, have healthier credit profiles, offer potential earnings upside from higher interest rates – and remain undervalued
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