Weekly Podcast and Snapshot

European Banks: further to go

What Potential Lies Ahead for Banks after the Stellar 2025 Performance?

European banks delivered an exceptional stock market performance in 2025, averaging +67% in EUR, far outpacing all other European and American sectors.

What are the outlook and prospects for 2026?

Key Takeaways

  • European banks remain undervalued and one of our preferred sectors.
  • New opportunities and efficiency gains emerge, with limited risks.
  • Estimated upside potential for the European sector in 2026: +15% on average.
  • US banks are also healthy, but their appreciation potential is more limited.

European Banks: further to go

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks.

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Snapshot

In this article, Hiba Mouallem, Investment Strategist, analyzes and deeps dive into that subject including macroeconomic updates, sector performance, and strategic positioning.

 

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The Tariff Deal with the EU

In this podcast, Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer explore the economic impact of the EU–US trade deal, its influence on inflation, the likely response from central banks, and the consequences for equity markets.

Guy Ertz, Deputy Global Chief Investment Officer
Guy Ertz, Deputy Global Chief Investment Officer
30-07-2025
9 mins
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Uranium: a key zero-carbon baseload energy source

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management and Philippe Gijsels, Chief Investment Advisor, BNP Paribas Fortis, discuss about Uranium and its current situation.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-06-2025
11 mins
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Who benefits from a weaker US dollar?

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses about the US dollar's weakening situation and its beneficiaries.

Edmund Shing
Edmund Shing
21-05-2025
9 mins
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Our Investment Strategy for July 2025

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for July 2025

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-07-2025
9 mins
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Weaker dollar ahead: what it means for currency markets

In this podcast, Edouard Desbonnets, Senior Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss recent fluctuations in the US dollar.

Guy Ertz
Guy Ertz
02-07-2025
7 mins
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Market corrections are the cost of investing for long-term gains

Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses market corrections.

Edmund Shing
Edmund Shing
11-03-2025
5 mins
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Precious metals: Nowhere near the end of the road

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the outlook for precious metals, particularly gold, silver, and platinum, amid strong market performance and shifting macroeconomic conditions.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
17-07-2025
10 mins
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Our Investment Strategy for May 2025

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for June 2025

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
12-06-2025
10 mins
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A wind of Change in Latin America

Stephan Kemper, Chief Investment Strategist in Germany
Stephan Kemper, Chief Investment Strategist in Germany
26-02-2026
7 mins

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