Banks and Financials: Icarus or Cerberus?
Date: December 5, 2022
Moderator: Zachary Griffiths
Presenters: Simon Adamson, Josh Esterov and Jesse Rosenthal
Summary
Our panel of top financials analysts discusses their fundamental sector outlooks and how to position amid higher interest rates and a weakening global macroeconomic backdrop. They drill into key considerations for investors as we look ahead to 2023, including new issue supply expectations, extension risk and the regulatory outlook. Our experts also compare and contrast themes across regions (U.S. versus Europe) and sectors (banks versus insurance).
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