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Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
Senior Global Equity Opportunities Analyst Julian Wellesley looks at the progress banks have made in disclosing their #climate risks and[…]
Financial Inclusion: Why Improving Access to the Underbanked is Good For Business
Senior Global Equity Opportunities Analyst Julian Wellesley discusses the role of banking in racial wealth inequality in the US and[…]
Why Banks Need to Do Better Disclosing Climate Change Risks
Banks have begun to voluntarily disclose their exposure to climate change risks. The information is critical to bank management teams[…]
Will Banks Beat the Stock Market? (Video)
Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]
Could Negative Interest Rates Lead to the End of Cash?
Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when[…]
The Financial Advisor in Your Pocket
Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others were[…]
Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers[…]
My Generation: What an Aging Population Means for Bank Stocks
It’s no secret that people are living longer. Falling fertility rates indicate that, on average, global populations are getting older.[…]
London Office Property Prices – Going Over the Cliff?
London office property prices have stayed surprisingly high since the ‘Brexit’ vote in mid-2016. A recent rise in vacancy levels[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Don’t Give Up on Bank Stocks Just Yet
US bank shares are in a bear market. The KBW Bank Index fell 20% in 2018. That’s much worse than[…]
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