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MORE PUBLICATIONS2021 global banks outlook: Some challenges, some opportunities and strong support beneficiaries
The large global banks with European and North American origin have entered the COVID-19 pandemic in better conditions since the last major financial market event given the decade long clean-up from the fall-out of the Global Financial Crisis (GFC). The banks’ capitalisation, funding and liquidity positions, as well as asset quality have been the strongest since the GFC. However, earnings were challenged especially for those banks based in jurisdictions with prolonged low and negative interest rates and less diversified business models. Nevertheless, we believe most banks are expected to remain profitable in 2020 despite large credit impairment charges in preparation of the expected asset quality deterioration once fiscal stimulus and bank-specific support measures will be withdrawn.
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