9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves towards a pause The Talks elaborates on the banking stress in US and the FOMC May meeting.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.
9/03/2021 Equity The unique time for US value: rotation from growth plus innovation, quality and ESG improvement The rotation towards value is a key theme of our 2021 investment outlook.