Global Financials: All About EVE
Date: December 4, 2023
Moderator: Jesse Rosenthal – Head of Banks, CreditSights
Panelists: Simon Adamson – Head of Financials, CreditSights
Josh Esterov, CFA – Head of Insurance, CreditSights
Peter Simon, CFA – Head of Brokers and Regional Banks, CreditSights
Summary:
The fastest rate hiking cycle in generations spotlighted the embedded interest rate risk (and opportunity) across Global Financials, even as credit risk remains salient amid the recession watch. CreditSights analysts go across the rate and credit-sensitive financials sectors to assess both the current and go-forward environment for banks and insurance investors, touching on topics ranging from Commercial Real Estate to the all important rate backdrop.
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