Our wholesale banking report with Morgan Stanley, released in April, found that to lift returns even higher, the industry needs to unlock the value of transaction banking.
At this webinar Oliver Wyman partners Ronan O'Kelly and Mariya Rosberg were joined by Morgan Stanley equity analysts, Betsy Graseck, and Magdalena Stoklosa, to discuss:
- The key themes from the report, including the steps management teams to drive higher returns over the longer term across Transaction Banking, Markets and IBD
- 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