Global Bank Equity Specialist, Creative Portfolios

Paul Hollingworth

Global Bank Equity Specialist

Creative Portfolios

Equity Bottom-Up

Bank Leumi Le-Israel BM / Equity Bottom-Up

Middle-Eastern -or more broadly- MENA banks tend to be underrepresented in global and EM portfolios. Investors seem more fixated on other jurisdictions. But we can see this changing.Many banks delivered robust fundamental progression at FY17 as judged by our PH Score™ .<div class="content-highlight">The PH Score™ encompasses signals from Profitability, Operating Efficiency, Liquidity, Capital Adequacy, Asset Quality, and Provisioning. The scores lie between 0 and 10, with higher scores representing more positive signs.</div>The…

Middle-Eastern -or more broadly- MENA banks tend to be underrepresented in global and EM portfolios. Investors seem more fixated on other jurisdictions. But we can see this changing.Many banks delivered robust fundamental progression at FY17 as judged by our PH Score™ .The PH Score™ encompasses signals from Profitability, Operating Efficiency, Liquidity, Capital Adequacy, Asset Quality, and Provisioning. The scores lie between 0 and 10, with higher scores representing more positive signs.The…

Bank Leumi Le-Israel BM

MENA Banks: Time to Raise Allocations