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

Equity Research, Fixed Income, Video

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

Equity Research, Video

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

Equity Research, Fixed Income

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

Equity Research, Infographic

For many investors, it’s pretty unsettling to hear that the market’s “fear gauge” is suddenly on a..

Equity Research

Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others..

Equity Research, Infographic