Global Banks: Resilience in the Face of Crisis

 

June 16, 2020

Against the volatile backdrop of today’s economic environment, bank stocks stand out. In our view, the banking system today can sustain a once-in-a-century level of loan losses without the risk of meaningful dilution to equity owners, and the opportunity lies in picking among solid franchises and taking advantage of fear surrounding this industry. Portfolio Manager John Flynn and Senior Research Analyst Eric Hagemann analyze today’s value opportunity in global banks.

Global Banks: Resilience in the Face of Crisis
PzenaPerspectives

 
 
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