Financial Services Industry Investment Returns:
Potential Rally to be Driven by Deregulation & Interest Rates

Recently Released!!!
Date Published: January 11, 2019
Summary PowerPoint Deck: 44 Slides

Reference PowerPoint Deck: 179 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial services industry investment returns, including those for retail banks, insurance companies, brokerage firms, & investment management firms. This research is part of Tiburon's broader coverage of financial services industry investment opportunities.

This research addresses the historical phases of financial services industry investment returns, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
This research defines several distinct market segments of financial services industry investment returns, including:
  • Retail Bank Investment Returns
  • Insurance Company Investment Returns
  • Brokerage Firm Investment Returns
  • Investment Management Firm Investment Returns
And this research makes several future predictions for financial services industry investment returns, including:
  • Moderate Overall Investment Returns
  • Highest Returns for Interest Rate Sensitive Retail Banks & Discount Brokerage Firms
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