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Podcast: Focus on the fundamentals

Marc Stacey joins us on the BlueBay Insights podcast to share his views on the current market.

We asked Marc:

  1. Can you explain what national champion banks are, how they influence the economy and their importance to investors?

  2. In your view, will only the national champions likely make it through this crisis, or are you finding other attractive bank holdings through bottom-up issuer selection?

  3. Banks were deemed villains following the global financial crisis back in 2008 but could potentially prove heroes this time – can you explain why this is?

  4. How long do you think the current dividend freeze will last? For investors, what are the potential implications and will AT1 coupon payments be impacted?

  5. Your investment approach has always focused on fundamentals – how are things looking right now?

  6. Is now looking like a good market entry point, in your view?