2026 Balance Sheet Strategy Outlook
Date postedJanuary 21, 2026
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2026 Balance Sheet Strategy Outlook
Margin momentum has carried financial institutions through the past year…but what happens when that momentum slows? As 2026 commences, bankers face a tightening liquidity environment and the growing challenge of finding the right balance between cost savings and deposit growth.
Join DCG Managing Director Joe Kennerson for 2026 Balance Sheet Strategy Outlook, a forward-looking discussion on how financial institutions can adapt balance sheet strategies, manage emerging risks, and position for sustainable performance in a more competitive and constrained operating landscape.
Joe will tackle today’s most pressing challenges:
- The new rules of deposit strategy. How to compete and win in 2026
- A new era of liquidity management. What’s changed and how can we stay nimble?
- Protecting margin. How can we fortify our balance sheet as the margin momentum slows?
- The great loan coupon divide. How to understand the risks in your portfolio.
- Derivatives. How to find the right fit and make them work for you.
- The role of investments. Where are the smart opportunities for your risk profile?
Learn how to reshape your balance sheet strategy today.