Thought Leadership

Financial Sector Outlook

July 14, 2015

In this piece, Credit Research Associate Miriam Legrand reviews why Samson is positive on the corporate bond financial sector. Bulletin Summary:

  • Samson is fundamentally positive on financials due to the continued improvement of the sector since the credit crisis.
  • There has been an increase in regulation since the financial crisis, and although regulation can limit earnings potential, bond holder protection is increased.
  • This increase in regulation strengthens risk management, prepares for potential financial distress, and increases supply and liquidity.
  • Financials have also seen improvement in fundamental credit trends by increasing the quality of their portfolios and positioning for higher profitability.

Please click on the link below to download the commentary.