Webinar

Webinar with Morgan Stanley: The Impact of COVID-19 on Wholesale Banks

Date: May 11, 2020

Overview

At this webinar we were joined by Morgan Stanley equity analysts, Betsy Graseck, and Magdalena Stoklosa to discuss:

  • The key themes from our wholesale banking report, including the impact from COVID-19, how to reshape the business for recovery, and the structural changes playing out over the coming years
  • The areas of debate in our discussions with banks and investors
  • Our learnings from the Q1 earnings season
  • The key drivers for bank valuations in the current context, and what we see investors focusing on

Topics

  • Key themes from our joint report on wholesale banking
  • Provisions
  • Revenue outlook
  • Longer term trends

Webinar Recording

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