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Quarter-End Insights

Our Outlook for Financial-Services Stocks

The financial sector is fully valued despite global uncertainties.

Mentioned: , , , , , , , , ,
  • With a sector price/fair value estimate ratio of 98% and troubles in Europe bubbling up again, caution may be warranted in the financial-services sector.
  • Positive momentum in the equity and housing markets is contributing to improved results at asset managers, investment banks, and specialty insurers.
  • Capital management and interest rates are the most important factors for banks and life insurers.


Jim Sinegal has a position in the following securities mentioned above: BLK, AIG. Find out about Morningstar’s editorial policies.