Global banks

The coming quarter will be dominated by central bank activity, along with geopolitical activity.

It's been a remarkable week for global banks - and the implications for two huge central bank meetings this week are still up for debate.

Global Banking Stocks: The banking sector has been counted out and dismissed by many investors — partly due to thematic narratives e.g. the rise of crypto/defi...

The relative fortunes of banks in different parts of the world have been increasingly indicative of underlying trends in currency markets. The question is, however, is...

There is a strong correlation between banks and bond yields, as the chart below shows. Extreme interest rate policies in Europe and Japan have led to remarkably low...

A recent visit by the Investor Relations manager of a well-known global diversified investment bank served as a reminder of why, in our opinion, investors should...

Global banks have formed a cornerstone part of PM Capital’s strategy as they’ve taken the #1 ranking in their category in the Morningstar survey over five and eight...