21 min
Pt. 1 - Lessons from the Banking Crisis: What Risks Remain? The Outthinking Investor
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- Investing
Like a lighthouse surveying the waters for signs of distress, investors are challenged to shield their portfolios from potential turmoil in financial markets. But uncovering risks before they reveal themselves is a monumental task—even for the most savvy investors. Fault lines lurking in the banking sector came into view in the aftermath of Silicon Valley Bank’s collapse. As a consequence of the pivot from years of ultra-low rates to the sudden tightening of monetary policy, investors must be on the lookout for new cracks that may form.
In the first installment of a two-part episode, we take a closer look at the fallout from the bank crisis and where other risks could arise. Rob Kaplan, former President of the Dallas Fed, and George Patterson, Chief Investment Officer of PGIM Quantitative Solutions, discuss lessons learned from banking turmoil, the difficult path ahead for central banks, and where investors can find longer-term opportunities amid an uncertain environment.
Like a lighthouse surveying the waters for signs of distress, investors are challenged to shield their portfolios from potential turmoil in financial markets. But uncovering risks before they reveal themselves is a monumental task—even for the most savvy investors. Fault lines lurking in the banking sector came into view in the aftermath of Silicon Valley Bank’s collapse. As a consequence of the pivot from years of ultra-low rates to the sudden tightening of monetary policy, investors must be on the lookout for new cracks that may form.
In the first installment of a two-part episode, we take a closer look at the fallout from the bank crisis and where other risks could arise. Rob Kaplan, former President of the Dallas Fed, and George Patterson, Chief Investment Officer of PGIM Quantitative Solutions, discuss lessons learned from banking turmoil, the difficult path ahead for central banks, and where investors can find longer-term opportunities amid an uncertain environment.
21 min