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Quarter-End Insights

Our Outlook for Financial-Services Stocks

Increasingly bullish sentiment means investors must pick their spots carefully.

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  • With a sector price/fair value estimate ratio of 103% and a number of macro headwinds still blowing, financial-services bargains are few and far between.
  • Interest rates remain a key factor for companies in several industries.
  • Capital concerns have diminished in Europe, but uncertainty remains.


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