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Fundamental strength in the financial sector
Episode 13
Published 2 years, 6 months ago
Description
In today’s episode of The Weekly Fix, Tim Leary, BlueBay Senior Portfolio Manager, acknowledges the importance of the rise of geopolitical risk. And while that macro narrative continues to garner headlines, earnings season has kicked off. Four of the eight largest US banks have reported, and the numbers have come in better than expected. Time will tell, but financials seem to have the situation under control.