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 47 - Bank branch closures take greatest toll on majority-black areas
Ep 46 - With delay, CECL won't be countercyclical for most banks
Ep 45 - Fed moving from rate hikes to lower for longer
Ep 44 - Blockchain, what is it good for?
Ep 43 - More change, M&A on horizon for equity research industry
Ep 42 - Banks losing consumer deposits to fintech, digital platforms, commercial might be next
Ep 41 - How to win the funding battle, use fintech to play offense
Ep 40 - Digital banks take a page out of 'Mad Men'
Ep 39 - A new era for blockbuster bank M&A
Ep 38 - PG&E bankruptcy reveals climate change risk facing Calif. utilities
Ep 37 - Keep 'Marge' happy — how to win the battle for deposits
Ep 36 - 2018 leaves bank investors bruised, searching for value
Ep 35 - Recent selloff could make some bank franchises a bargain
Ep 34 - Digital lenders moving from disruptors to partners, tech providers for banks
Ep 33 - National digital platforms intensify fight for deposits
Ep 32 - On the ground in Puerto Rico – S&P investigates how bankers dealt with Hurricane Maria
Ep 31 - IPOs, blockbuster M&A deals are heating up
Ep 30 - Eyebrows raised as leveraged loans, cov-lite deals hit record levels
Ep 29 - Higher rates shaking up deposits, national digital platforms more than hype
Ep 28 - Despite investor concerns, KBW CEO sees more big bank M&A
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