Banking sector stress – what do investors need to know?
Episode 258, Mar 17, 2023, 02:45 PM
We’ve held a special live webinar with our clients to discuss the pressure on the global banking sector – and on European lenders in particular – following the closure of SVB, the biggest US bank failure since 2008.
This episode is a recording of that webinar, which was hosted by Sonja Laud, LGIM’s Chief Investment Officer, on 17 March.
Sonja was joined by Colin Reedie, Head of Active Strategies; Christopher Jeffery, Head of Rates & Inflation Strategy; and Dan Lustig, Senior Credit Analyst. Among other things, the panel discussed:
- Whether the challenges faced by Credit Suisse* are idiosyncratic or systemic
- How this volatility might affect the overall market outlook
- What it means for monetary policy
- How we at LGIM are positioning
The webinar was moderated by Max Julius, Head of Content.
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For professional investors only. Capital at risk.
*For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an LGIM portfolio. The above information does not constitute a recommendation to buy or sell any security.