Multi-decade low valuations and potentially higher interest rates are supporting the case for a continued rally in bank stocks.

Why the Rally in Bank Stocks Can Continue, Part 2

In part one of our blog series Why the Rally in Bank Stocks Can Continue, we discussed the improving clarity on loan losses and reserve levels, and we began examining the potential for cost saves. This week, we continue where we left off.

Cost Savings

Another way we expect banks to capitalize on...

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An update on improving bank fundamentals and loan deferrals.

Why the Rally in Bank Stocks Can Continue, Part 1

We recently published a blog entitled Banks in 2008 Versus 2020: This Time Part of the Solution, in which we contrasted the role banks played in the Global Financial Crisis versus the COVID-19 pandemic. We view banks as part of the COVID solution, evidenced by facilitation of the PPP program....

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Reflecting on Q3 2020 and discussing our views on a potential COVID-19 vaccine, value stocks and inflation.

Prospector Partners Quarterly Commentary: Reflecting on Q3 and What Could Lie Ahead

Current Market Environment

The benchmark S&P 500 continued its charge higher during the third quarter of 2020, despite significant increases in COVID-19 cases and certain states such as Florida, Texas, Arizona and California seeing major outbreaks. The market remained focused on the reopening of...

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