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Finance

Finance
Alexander Schimmeck / Unsplash

In Finance, themes include majors companies and smaller firms exploring new ways to combine specialized expertise and transform their industry

In each theme,  the selected companies wil be compared

  • by market cap, performance and volatility
  • by charts highlighting the outliers
  • by analytics (multiple ratios)
  • and by factors (Total Market, Small Cap,  Value and Profitability)
US Mega Banks > $100 bnStanding apart, resilient and protected from market vagaries by virtue of their size
US Mega Banks > $100 bn
  • 35.2%
  • 6
  • 1
US Major Banks & Savings > $5bnTracking the exposure of the large cap banks, included in the KWV index, to interest rate hikes
US Major Banks & Savings > $5bn
  • 28.5%
  • 30
  • 1
US Mid Cap Banks $2bn-$5bnTracking US regional economic trends
US Mid Cap Banks $2bn-$5bn
  • 27.5%
  • 26
Commercial Banks Stable & Medium RiskIndicative of the trend in regional banks
Commercial Banks Stable & Medium Risk
  • 39.2%
  • 10
Property & Casualty ReinsuranceUltimate backstop of major risks, the leading global reinsurers are driving rates higher, putting primary insurers in a tight spot
Property & Casualty Reinsurance
  • 1.4%
  • 11
International Banks - EuropeDiverging performances hold more secrets than share prices let on
International Banks - Europe
  • 35.4%
  • 25
International Banks - Asia Asian banks with often very large market caps remain, with rare exceptions, rooted in their domestic markets
International Banks - Asia
  • 24.8%
  • 17
Mortgages - Interest Rates StormCollapsing mortgage origination and heightened credit risk - a double whammy while interest rates seek a new equilibrium, chilling the housing market
Mortgages - Interest Rates Storm
  • 1.0%
  • 14
US Banks under FireA matter of available liquidity is hitting the US banking system hard but all banks are not created equal
US Banks under Fire
  • 29.6%
  • 88
  • 2
Home Building – Safe as a House !Unanticipated by the US Fed and by everybody else, real estate demand remains white-hot and impervious to interest rate hikes
Home Building – Safe as a House !
  • 2.9%
  • 19
Finance - Life Insurance in a Rising Rate EnvironmentLife insurers are among the first to benefit from rising rates and among the first to be exposed to a recession
Finance - Life Insurance in a Rising Rate Environment
  • 29.1%
  • 15