In this new podcast episode, Alison Savas (Investment Director) and James Rodda (Global Developed Markets PM) discuss the vulnerabilities that remain within global financials, along with the relative winners and losers that could emerge following the recent turmoil.
The episode also covers potential investment opportunities given the move in US and European financials and the differences between their financial systems, including insights into our portfolio holdings UniCredit (BIT: UCG) and ING Group (AMS: INGA)*.
Key times:
- The unravelling of Silicon Valley Bank: 02:25
- The consequences of the SIVB crisis & longer term impacts on the banking system: 06:30
- The winners a losers in the global banking system moving forward: 14:00
- Credit Suisse and the European banking system: 17:50
- Looking for buying opportunities in global financials: 22:30
- What all this means for the Fed’s next move: 25:40
*Stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
Thanks to Podbam for listing our podcast as top global value investing podcast!
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