Viewpoints by Lisa A. Welch, Senior Portfolio Manager at Manulife Investment Management
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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.
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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.
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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.
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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.
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Why rising interest rates are good for banks
Rising short-term rates are widening the spread between banks' deposit costs and loan yields, bolstering earnings across the banking industry.
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Six reasons why we’re bullish on U.S. bank stocks
U.S. banking stocks are supported by cyclical and secular tailwinds. Here's why the industry may still have room to run.
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Deregulation and the coming boom in regional bank M&A
A decade after the financial crisis, banks are finally seeing some light at the end of the regulatory tunnel. We explore the resulting opportunities.
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