US banks

Expert Analysis

Investors need to be more selective with financials

The recent failures of US banks, Silicon Valley Bank (SVB) and Signature Bank, have unnerved investors globally, writes ST Wong....

Funds management

How the US Federal Reserve killed regional banks

An aggressive hiking cycle, an inverted yield curve and maturing government bonds have created a major banking disaster....

Funds management

JPMAM’s Craig pushes back on Fed rate cut

There are unlikely to be rate cuts by central banks this year, according to JPMAM’s Kerry Craig, but investors need to prepare their portfolios for a 2024 rate reversal....

Funds management

US regulators move to impose new levy on big banks

A new levy on large US banks has been proposed by regulators, set to deliver a two-year blow to earnings....

Funds management

Banks continue to defy markets

The banking industry’s low risk business model and balance sheet strength remain largely underestimated by the markets, according to Western Asset. ...