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

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