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Brooks Macdonald: Thematic equity investing: a sweet spot for global banks

Investment news for Financial Advisers and Paraplanners

12 May 2017

Brooks Macdonald: Thematic equity investing: a sweet spot for global banks

Over the past year, developed-world financial stocks have benefitted from an improvement in the operating environment, while Donald Trump’s election is likely to catalyse a reduction in regulation. With US banks having already made significant adjustments since the global financial crisis, we see potential for the sector to outperform in the medium term.

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