Perspectives on critical developments and themes in the Banking & Specialty Finance sector (Financials) from a former top ranked banks analyst who has sat on 'all sides of the fence'
Founder of research and analysis firm SeaPoint Insights - and author of Financials Unshackled, a free Substack newsletter setting out independent insights on banking developments. Get in touch at [email protected]
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
Focus on macroeconomics (BoE/ECB policy, inflation, rates) and Climate Change (emissions, net zero, asset allocation)
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...