Tune into the Boston Partners Insights Series – going beyond the headlines with our investment team to provide a deeper perspective on the capital markets.
This edition features a conversation with Equity Analyst Kevin Duggan, who specializes in banks and financial services sectors of the equity market at Boston Partners. This discussion focuses on the state of the U.S. banking industry in the wake of the 2023 Banking Crisis, including a look into what investors might expect following failures of Silicon Valley, First Republic, and Signature Bank. Listen to the podcast below.
For a complete transcription, please click here.
Terms and Definitions:
M&A: Mergers and acquisitions (M&A) are transactions in which the ownership of companies or their operating units — including all associated assets and liabilities — is transferred to another entity.
ROIC: Return On Invested Capital (ROIC) represents the rate of return a company makes on the cash it invests in its business.
Bull Market: A bull market is the condition of a financial market in which prices are rising or are expected to rise. The term “bull market” is most often used to refer to the stock market but can be applied to anything that is traded, such as bonds, real estate, currencies, and commodities.
Bear Market: A bear market is when a market experiences prolonged price declines. It typically describes a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment.
Important Disclosure Information: This podcast is provided for informational purposes only and should not be considered an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, May 24, 2023 and do not necessarily represent the views of Boston Partners or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Boston Partners disclaims any responsibility to update such views. Any forward-looking statements are not guarantees of future performance and actual results or developments may differ materially from those projected. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of Boston Partners. Please consult your tax or financial advisor for additional information concerning your specific situation. This video cannot be used for commercial purposes.
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