Portfolio Manager Ellen Hazen, CFA, Quoted in MarketWatch

January 14, 2022

Portfolio Manager Ellen Hazen, CFA, talked to MarketWatch about her expectations for fourth quarter 2021 bank earnings. The story, titled “Wells Fargo outshines JPMorgan as big banks kick off the fourth-quarter earnings season” discusses some of the recent bank earnings reports. Ellen commented….

“Management has already indicated that it is willing to use its strong balance sheet to invest in the business,” Hazen told MarketWatch. “Right now, two areas stand out: compensation expenses and fintech investments. Note, the latter is likely to be a short-term pain, long-term gain investment. Competing with well-funded fintech companies will cost JPM in the short-term, but will allow it to continue its dominance among consumers in the long-term.”

“We are looking for more signs of loan growth, as well as plans by JPMorgan to invest in technology to compete with fintech rivals. Competing with well-funded fintech companies will cost JPM in the short-term, but will allow it to continue its dominance among consumers in the long-term.”

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