US Financials: Looking for Storm Clouds in Calm Seas
Date: December 7, 2021
Presenter: Jesse Rosenthal, Josh Esterov & Chris Snow
Financials were largely unscathed by the pandemic, with risk profiles as good if not better than the eve of the crisis. Still, LIBOR transition, inflation, and interest rates loom as key considerations for investing in the sector in 2022.
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