2024 Financials Sector Outlook - Panel Discussion

Join Portfolio Managers Mike Clare and Eric Chadwick as they discuss the outlook for the global financial sector, including the impact of rate hikes, the potential impact of rate cuts in 2024, the credit environment, and recent regulatory developments.
00:00 Introduction
01:30 Explain differences in how you analyze financial companies as a credit investor vs equity investor?
06:45 Why did we have bank failures in 2023?
11:43 On the equity side, how are you finding the impact of rising rates?
17:02 We hear a lot of concerns about CRE exposure – is this segment a significant concern for most financials?
21:01 What is your outlook for Canadian financials and the Canadian housing market?
24:30 What is your outlook for the European banks?
28:04 How is the regulatory environment developing and how does that impact your outlook for financials?
31:46 Can you highlight primary differences between banks and insurance companies when it comes to the global context?
36:33 What is your outlook for diversified financials?
38:24 Fund Lineup
39:37 Q&A Session
49:06 Conclusion

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