NatWest: Time for a closer look as banking booms

After a lost decade, is it finally time to invest in the UK’s last bailed-out bank?
Recent results from Natwest (LON:NWG) (formerly RBS) suggest to me that there are some clear attractions here, despite the risks posed by rampant inflation and a possible recession.

Stockopedia’s algorithms seem to share this view. NatWest is also a member of Ed’s 2022 NAPS portfolio – you can find his January write-up here.


To find out more I’ve decided to take a deeper look at NatWest in this week’s article.
A good story?
Subscribers who have followed the progress of my rules-based SIF portfolio will know that I am very much a systematic investor. My choices are governed first-and-foremost by the numbers.
However, despite my fondness for data, I’m still keen to understand the story behind a stock. In the case of UK banks, I think the story is unusually simple and compelling right now – although as with all good tales, there is a possible plot twist at the end.
After a decade of ultra-low borrowing costs and abundant money, the Bank of England is raising interest rates as...