Hermes’ Alloatti: The investment case for banks

The asset management industry has contrasting and conflicting debates on the future of the banking sector. Some believe the sector is an attractive opportunity, while others suggest it is an ‘uninvestable’ area. Filippo Alloatti, senior credit analyst at Hermes discusses his thoughts with Fund Strategy, claiming that there are still a number of global investment opportunities in banks, particularly from a bondholder’s perspective.