US bank shares are in a bear market.[i] The KBW Bank Index[ii] fell 20% in 2018. That’s much..

Equity Research

To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly,..

Bank Loans, Macro Strategies, Fixed Income, Equity Research

Income is a key ingredient of long-term total return potential, but not all income is created..

Fixed Income, Equity Research

Ten years after the financial crisis, the return on equity of US banks is still 30% below..

Equity Research

We all knew volatility couldn’t stay low forever, even with solid global growth and low..

Fixed Income, Equity Research

Many of India’s state-owned banks are in trouble. This month the government is injecting $13..

Equity Research