Santiam.ch’s Post

View organization page for Santiam.ch, graphic

6 followers

Caught in the crossfire of inflation and interest rate hikes? This new reality isn't the endgame for banks and asset managers but a chance to pivot and prosper. "Responding to the New Reality in Banking Blurring Borders: Is the Value Migration Toward Alternative Asset Managers a Threat or Opportunity for Ecosystem Players?" Credit Boston Consulting Group (BCG) Novermber 2023 ◾ High inflation, interest rate changes, and geopolitical instability are rewriting the banking playbook. ◾ Lending and deposit banks fare well with rising rates, but fee-dependent banks may face a growth slowdown. ◾ European banks are in a strong position due to increased net interest income. In contrast, US banks deal with declining fees and higher loss provisions. ◾ Alternative asset managers have reached new heights, claiming half of the industry's revenue with a steady growth trajectory. ◾ Amplified investment in climate change and infrastructure demands fresh financing solutions beyond banks. ◾ To adapt, banks should fortify their alternative investments while asset managers consider strengthening their portfolios or consolidating. Ekaterina Andersen #santiam #bcg #consulting

To view or add a comment, sign in

Explore topics