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Articles by Julian Wellesley
Shifting Trends Favor European Banks vs. US Banks for the First Time in Years
For the first time since before the global financial crisis, European banks appear to be in a stronger position than US banks. Moody’s Ratings recently downgraded several regional US banks, citing funding cost pressures, capital weakness and a deteriorating outlook for credit quality, including commercial real estate (CRE). We have long shared the same concerns about smaller US banks, and in our view, the downgrade adds to the contrast between US banks and their overseas counterparts.
Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
The world’s leading banks have made considerable progress on voluntarily disclosing the risks they face from climate change since 2017, when the Task Force on Climate-Related Disclosures (TCFD) published recommendations for how companies should manage the process. Recently, there have been encouraging regulatory developments in the US and in Europe.
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real estate stocks?This blog post is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
London Office Property Prices - Going Over the Cliff?
London office property prices have stayed surprisingly high since the Brexit vote to leave the European Union (EU) in mid-2016. A recent rise in vacancy levels (from a low base) hasn’t yet made a dent in high rent costs, while low transaction prices have attracted foreign buyers lured by the post-Brexit fall of the British pound. But that might be about to change. There’s a high level of new office construction coming to market just as demand appears to be faltering. Are rent prices like Wile E.
Could Negative Interest Rates Lead to the End of Cash?
Historically, central Banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when they want to stimulate the economy. Since banks pass these changes on to their customers, higher interest rates can make borrowing more expensive and saving money more attractive. Until recently, an interest rate of zero seemed to be the lowest Central Banks could go and negative interest rates were unthinkable. But that has all changed.
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