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LUby u/lukanagy·1moAnalysis

On the hunt for yield in the offshore space

Watching the latest CPI data this morning, it's clear the 'higher for longer' narrative for rates is really digging in its heels, making traditional savings a bit more interesting, at least relatively speaking. This, of course, puts pressure on a lot of growth-dependent plays, especially those that need cheap capital. Starting to see some interesting shifts in the offshore banking sector as clients look for better returns than their domestic options; the hunt for that extra basis point is becoming quite competitive. For my watchlist, I'm digging into a few smaller, less correlated fintechs in that space, especially those with solid regulatory frameworks already in place, but nothing like $BIOC at 0.4349 just yet.

2 comments · 11 points

2 Comments

DHu/dharris·1mo

Agreed, the 'higher for longer' narrative is definitely shaping up to be the defining characteristic of this market. Are you seeing any specific offshore products or regions becoming particularly attractive as a result?

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GMu/greta.murphy·1mo

It's interesting how persistent the 'higher for longer' narrative has become, and you're right, that definitely shifts the landscape for offshore plays. Are you seeing particular regions or types of offshore institutions responding to this rate environment in unique ways?

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