Columbia Threadneedle Investments  case study

UK banks still not in favour

Published by : Columbia Threadneedle Investments

Chris Kinder, Portfolio Manager Threadneedle UK Fund 

As profits have risen and dividend payments resumed, UK banks have started to return to favour - though we remain in the more cautious camp, believing that other financial companies are more attractive, with less leverage and core strengths to protect margins.

Chris Kinder also argues that given inflation may now have peaked, the chances of significant, sustained interest rate rises coming to the aid of bank investors looks unlikely. 

 

Published:12 October 2017

Business Area: UK

Type: Portable Document Format (.pdf)

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