Global banks

The world's biggest banks are back. Tom Wickenden explains why they now offer stronger growth, rising dividends and value.

The coming quarter will be dominated by central bank activity, along with geopolitical activity.

It's been a remarkable week for global banks - and the implications for two huge central bank meetings this week are still up for debate.

Global Banking Stocks: The banking sector has been counted out and dismissed by many investors — partly due to thematic narratives e.g. the rise of crypto/defi...

The relative fortunes of banks in different parts of the world have been increasingly indicative of underlying trends in currency markets. The question is, however, is...

There is a strong correlation between banks and bond yields, as the chart below shows. Extreme interest rate policies in Europe and Japan have led to remarkably low...

A recent visit by the Investor Relations manager of a well-known global diversified investment bank served as a reminder of why, in our opinion, investors should...

Global banks have formed a cornerstone part of PM Capital’s strategy as they’ve taken the #1 ranking in their category in the Morningstar survey over five and eight...