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:
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