Affirm’s Post

If the next move for rates is down should investors bother with banks? Over the past year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big #banks in the US, but also in Europe where #dividends and #buybacks are trending higher and higher.  But what if the next move for policy rates is down? In our latest podcast episode, Antipodes Portfolio Manager, James Rodda and Investment Director Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets. How to listen: Spotify: https://lnkd.in/gJaPq3pP Apple: https://lnkd.in/g6WaeUG6 Antipodes website: https://lnkd.in/gdsNVvYB This commentary is illustrative only, not a recommendation to buy or sell a security. 

Listen to podcast: https://lnkd.in/eWeWcYJF Eleanor Hill (TMI) is joined by Carl Cooper (J.P. Morgan Payments) who delves into a plethora of hot topics covering the transactional FX space. Our guest identifies treasurers’ main concerns around cross-currency payments and considers how these have changed in recent times. Furthermore, Carl examines whether key strategies and instrument for managing cross-currency payments can deliver gains as well as mitigate risk. Other topics include how local currency pricing can be used to capture new FX revenue streams, and the value of having a global banking partner when managing transactional FX. #treasury #treasurymanagement #corporatetreasury #payments #transactionalfx

This week with Sarah Muir we ask how did Credit Suisse investors in debt and equity fare some six months later since the forced merger with UBS. Also how are momentum strategies performing in the US - a very surprising result - we stick with the quality factor - how to define it? Finally a long overdue look at Swiftonmics, for this tour - what are “black market” ticket prices and where are the cheapest tickets in the World? More importantly we link this phenomenon with strong growth in services and GDP upgrades.

This week with Sarah Muir we note it is one year on since we had banking tremors when SVB in the US and Credit Suisse were rescued. How did the buyers fare ? Some $ 17bn CS sub-ordinated bond holders (co-cos) were wiped out, but shareholders got a lifeline - they converted into UBS shares - was that right ? We reflect on this period for bank credit and another similar “end of the market” event in bond history - the huge high yield default of Worldcom. Both this time for bank credit and then for high yield the noise was “the market will never recover”. One year on the market looks a little different. (Link now works) https://lnkd.in/e5hRDwZp

As we edge closer to #EOFY Gemma Dale speaks with Henry Jennings from Marcus Today about the strategies to best position your portfolio for FY25 - plus his views on the big four banks, and why #copper, #electrification and #datacentre stocks could be the place for investor opportunity. #investing #EOFY #nabtrade

🙌 Can't wait to listen to what will be the main focus in 2024 in the FX management space. And with the insights from François Masquelier, I'm sure this first episode will be very insightful for corporate treasurers. #currencycast #corporatetreasury #financepodcast #2024trends

Thank you, ServiStar Consulting, for having Tru Treasury on your podcast! If you're looking to secure frequent larger deposits and help our members succeed financially, this episode is your guide. It's packed with practical tips to enhance your treasury management skills and make a real difference!   In this episode, we cover: - How can we get more deposits when everyone is tight on cash? - The history of how we came to be in this lack of liquidity situation. - How can going through the CMP training bulk your resume and equip you to really change people's lives for the better? Click below to listen now!

In episode one of a two-part Believe in Banking Podcast series on growth, Sean Keathley & Gina Bleedorn kick off the new year discussing how banks and credit unions are becoming bigger and stronger. From the rising momentum around M&A to organic growth and branching, see how financial institutions are boosting their competitive edge. #bankmergers #BelieveInBankingPodcast

💸🏛️Real-time payments are driving financial institutions to modernize. Tune in as Jessica Chaney unpacks the latest on adoption rates and collaboration between The Clearing House's RTP and FedNow's Instant Payments rail from the Federal Reserve. #InstantPayments #RealTimePayments #FinTech #ISO20022

Quicker settlement is key to adapting to industry developments, offering enhanced benefits for all. It's time to take bold steps in innovating financial market infrastructure to create a seamless and efficient future. In our latest podcast episode, we had the honor of speaking with Marc Bayle de Jessé, CEO of CLS Group🎙️ Marc shared valuable insights into the crucial role of CLS in the foreign exchange (FX) market, its remarkable resilience during crises, and the ongoing challenges and innovations in cross-border FX settlement. Don't miss this enlightening conversation! Listen to the latest episode of the P.I.T. Exchange now and gain expert perspectives on financial market infrastructure and the challenges of innovation. Tune in today! 🎧🔗 https://hubs.li/Q02FqxXz0 #PITExchange #Payments #Innovation #Technology #StayAhead #Finance #FXMarket #FinancialInfrastructure #CrossBorderSettlement #FinTech