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Why We Still Like Financials

Why We Still Like Financials

FromRBC's Markets in Motion


Why We Still Like Financials

FromRBC's Markets in Motion

ratings:
Length:
5 minutes
Released:
Mar 4, 2021
Format:
Podcast episode

Description

In this edition, we discuss why we remain overweight in Financials sector, a key part of the reflation trade. Among other reasons, we like the sector’s cash deployment, earnings, and valuation profile. We also discuss the favorable macro tailwinds in place.Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
Released:
Mar 4, 2021
Format:
Podcast episode

Titles in the series (100)

Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page