Jeff Harwood

In this discussion, Jeff Harwood, a U.S. financials analyst with UBS, shares insights into the evolving landscape of the financial sector. He highlights UBS's optimistic stance on financials due to improving bank fundamentals and robust capital markets activity. Jeff elaborates on the preference for banks and alternative asset managers, while also addressing the challenges facing traditional asset managers and the insurance sector. Notably, he reviews year-to-date performance across subsectors and previews the upcoming earnings season, underscoring key trends in credit and revenue.