Sep 10, 2026 · 10 min · 8 segments
Banking remains one of the most important sectors within the global financial landscape, but where are the most attractive opportunities today? In this episode, Nigel Barnes is joined by Barry de…
Barry de KockGuest
Ben KooymanGuest
Nigel BarnesHost
and guys in terms of the banking exposure in the overall portfolio what sort of just for the benefit of people listening in what sort of i
mean it's flexible but i think we've now we've probably been cutting it a bit as a strength so but i think we're not about 60 where we're probably about 65 66 not too long ago yeah okay
Because people still think of the global financial product as a bank, bank's fund, which it isn't, because we're gonna talk a little later about the diversification in other areas, but it's still the major component.
I mean, you've got Bank of New York, I mentioned earlier, It's a bank, but in reality, it's a securities custodian business.
So some of those banks, you know, not really all traditional banks as you think of it.
and guys in terms of the banking exposure in the overall portfolio what sort of just for the benefit of people listening in what sort of i
mean it's flexible but i think we've now we've probably been cutting it a bit as a strength so but i think we're not about 60 where we're probably about 65 66 not too long ago yeah okay
Because people still think of the global financial product as a bank, bank's fund, which it isn't, because we're gonna talk a little later about the diversification in other areas, but it's still the major component.
I mean, you've got Bank of New York, I mentioned earlier, It's a bank, but in reality, it's a securities custodian business.
So some of those banks, you know, not really all traditional banks as you think of it.
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