July/August 2023
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AWARDS FOR EXCELLENCE 2023
OPINION
OPINION
LEADERS
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The activist shareholder highlights concerns about a former poster child for private equity ownership of banks.
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Regulators forced banks to skip dividends during Covid, but let them make up payouts later on. They should now do the same for AT1s or risk that market failing.
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The global disclosure recommendations don’t stand a chance against mandated regional regulation.
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Banks are not waiting for loans to stop performing before they sell them.
COLUMNS
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Societe Generale’s recent African exits, and BNP Paribas’s talks with Orange Bank, highlight how closely Europe’s banks tend to follow each other. Differences are often more a question of strength than strategy.
MACASKILL ON MARKETS
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