Viewpoints by Ryan P. Lentell, CFA, Portfolio Manager at Manulife Investment Management
-
U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
Read more
-
U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
Read more
-
Wealth creation and U.S. banks, revisited
While bank stocks lost some luster with investors in 2019 as interest rates fell and the yield curve flattened, the outlook has improved markedly in early 2020.
Read more
-
What's really driving the outlook for bank stocks? Key metrics to watch
While the recent policy shift toward cutting interest rates isn’t necessarily good for banks, other catalysts point to a positive outlook for the industry.
Read more
-
Wealth creation and U.S. banks
There’s more to banks than savings rates or the promise of a steady dividend. This article explores the foundations of banks' ability to create long-term wealth.
Read more