A Global Banks Outlook with Toscafund11 . 10 . 2018
In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Johnny De La Hey, co-founder of Toscafund and lead manager on the Aptus Global Financials fund. The conversation begins with some analysis of the political turmoil in Italy and the impact it's having on the European banking sector. The discussion then turns to India where the market is dealing with an isolated (at least for now) bankruptcy from an infrastructure scandal. The interview concludes with a brief glimpse at the opportunities in the US and UK.