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. 87 - Fed could raise rates sooner, but 1970s-style inflation not on the table
Ep. 86 - TD Bank focused on growth in the US, open to deals
Ep. 85 - KBW CEO assesses threat from fintechs, sees legs in bank stocks, M&A
Ep. 84 - Pandemic pushes technology to the forefront for banks, insurers in 2022
Ep. 83 - Banks inking branch deals by coming to terms with multiple acquirers
Ep. 82 - Pickup in bank M&A could have domino effect
Ep. 81 - Amid strong recovery, Banc of California hearing more M&A chatter
Ep. 80 - Citizens Financial CEO discusses deal appetite, outlook for credit quality, loan growth
Ep. 79 - More attractive premiums for bank M&A targets coming
Ep. 78 - The case to grow deposits when the world is flush with cash
Ep. 77 - Excess liquidity, low rates leave banks between a rock and M&A
Ep. 76 - Record pace of fintech M&A, funding in Q1'21 has legs
Ep. 75 - As ESG gains currency, banks need long-term focus
Ep. 74 - Seeing legs in strong credit performance, US bank stock rally
Ep. 73 - Banks could see more regulation but playing field leveled with nonbanks
Ep. 72 - KBW CEO says desire to compete with megabanks driving more US regional bank M&A
Ep. 71 - Hotel sector faces tough sledding until full COVID-19 solution
Ep. 70 - Banks' liquidity conundrum could fuel M&A activity
Ep. 69 - Banks left with pockets full of cash and few places to go
Ep. 68 – As many investors zig away from bank stocks, 2 vets in the space zag toward them
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