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Monday, November 21, 2016

On November 21, 2016 by Conspiracy Realism in ,    No comments
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After regulation and low yields made the world of banking quite dull following the financial crisis, things are about to get more interesting.
According to a new note from analysts at Macquarie Group Ltd., it's time to "shift exposure" in the financial sector as the outlook looks much different in the post-election world.
The team, led by David Konrad, suggests moving toward "names that have more leverage to capital markets and increased economic activity and away from global banks whose multiples may remain suppressed owing to decreased trade and currency volatility, particularly in Emerging Markets."

- Bloomberg


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