Session Presenters

Bose George
Managing Director, Residential Mortgage Finance
Christopher McGratty
Managing Director, Head of U.S. Bank Research
Jade Rahmani
Managing Director, Commercial Real Estate Finance

Breakout 5: The KBW Research Perspective: What We Expect to Drive Bank Stocks Through 2025

Bank stocks lagged the broader market significantly in 2023 and valuation levels remain cheap relative to historical averages, but can they work with declining revenue expectations and ahead of a potential credit cycle?  To answer this question – including the key factors that will drive bank stock performance through 2025 – we’re joined by three senior analysts from KBW’s Research Department – who collectively have 45 years of experience covering banks and real estate/mortgage at KBW.

Session Resources