Ep. 34 | Loan Growth: A Canary in a Coal Mine?

The banking industry has faced a notable slowdown in loan growth. This development has caught the attention of economists and investors alike, and it raises critical questions about the underlying health of the economy and the evolving investment landscape. 

In this episode, we sit down with Boris Kuzmin, CFA, our Financials Analyst, to discuss why the current environment underscores the importance of fundamental, bottom up research and active risk management. In addition to being available on our website, we are pleased that our podcasts are available on Spotify, Apple Music, or wherever you get your podcasts.

Please reference our related Perspectives post for more detail:

Disclosures:

Crawford Investment Counsel Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford including our investment strategies and objectives can be found in our ADV Part 2 and/or Form CRS, which is available upon request.

This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy.

Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. 

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