【股票基金市场】巴克莱-美股大型银行业-尽管2021年股市反弹，但仍有吸引力-2022.1.3-158页.pdfVIP

Equity Research 3 January 2022 U.S. Large-Cap Banks 2022 Outlook - Past, Present Yet to Come Changing Drivers But Stocks Still Attractive Despite 2021’s Bounce FOCUS This marks the 18th year we are publishing this “A Christmas U.S. Large-Cap Banks Carol” inspired report at the start of the year. In “A Christmas POSITIV E Unchanged Carol”, Ebenezer Scrooge is visited by the Ghosts of Christmas U.S. Large-Cap Banks Past, Present, and Yet to Come. Each year, we examine bank Jason M. Goldberg, CFA stocks through these 3 lenses in an efort to better tackle the +1 212 526 8580 j ason.goldberg@ year ahead BCI, US Brian Morton, CFA We expect bank stocks to continue to outperform the market in 2022. Afer meaningfully +1 212 526 2163 underperforming in 2020, Large-Cap Bank stocks outperformed in 2021, rising 37% compared to