Jonathan Ashe

Global Industry Analyst
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Insights By Jonathan Ashe

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Long-short Financials Fintech Global Industry Research Alternatives Volatility Bank liquidity Interest rates Monetary policy Fintech Article
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Financials amid rising dispersion

We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.

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Article
2024-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Bank liquidity Regulatory Hedge funds Global Industry Research Alternatives Financials Americas Interest rates Monetary policy Volatility Inflation Fintech Article Fintech
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US regional banking sector update

We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.

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Multiple authors

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Article
2024-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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