Pimco's Kiesel: Banks on Target This Year

The transcript discusses the profitability of US banks, highlighting their strong capital growth and investment potential. It outlines an investment framework focusing on high capital and organic earnings. The conversation also covers Deutsche Bank's market actions, investor confidence, and the impact of regulations on banks' capital structures. The discussion emphasizes the importance of active management and bottom-up opportunities in the current market.

What factors are considered when evaluating banks for investment according to the text?

How have US banks performed in terms of capital over the past seven years?

What is the significance of Deutsche Bank's capital market access mentioned in the text?

What challenges do equity investors face compared to bondholders in the banking sector?

What are the characteristics of the Brazilian banks mentioned in the text?