Many bank boards are stuck as they face investor scrutiny and wait for slippage in credit quality, but experts at Raymond James’ inaugural whole loan conference noted that private equity firms are waiting to infuse capital into institutions so they can play offense in the future.
In the episode, John Toohig, head of whole loan trading at Raymond James and host of the firm’s recent conference, discussed the outlook that speakers shared for the economy and the credit quality of mortgages, credit cards and commercial real estate. Toohig also shared how depositories and their boards are reacting to the higher for longer rate environment, the current gap between buyers and sellers in the secondary loan market, and investor appetite to support bank M&A and loss trades in institutions’ bond and loan portfolios.
Ep. 107 - Lessons learned from a modern day bank run
Ep. 106 - Banks may want to shrink rather than pay up for loan growth
Ep. 105 - Banks could see opportunity in fintech's cleansing fire
Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt
Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds
Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023
Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth
Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit
Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A
Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A
Ep. 97 - Recessionary fears still keeping bank investors on the sidelines
Ep. 96 - Considering recession risks, prospects that the Fed achieves a 'soft landing'
Ep. 95 - Strategies for community banks to grow, navigate the upcoming "hurricane"
Ep. 94 - Recessionary fears in '22 overblown, Fed could overtighten
Ep. 93 - How to predict deposit betas, avoid betting too much on rate hikes
Ep. 92 - Citizens CEO discusses impact of inflation, growth through digital bank
Ep. 91 - Formerly bullish bank investor turns contrarian, saying stocks are "out of gas"
Ep. 90 - Banks should not wait on the Fed to put cash to work
Ep. 89 - Big bank cuts to overdraft fees could trickle down to small banks, spur M&A
Ep. 88 - Bank returns could fall short of Street's expectations, sparking more M&A
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