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.








Snapshot

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

 



MACROECONOMICS

#MACROECONOMICS

Podcast - Tackling the obesity epidemic

In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses the causes and consequences of obesity and its treatments. · Factors causing obesity · Related health conditions · So-called wonder drugs on the market · How to invest in this essential medical/health segment?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-09-2023
17 min mins
#MACROECONOMICS

Podcast - Why are pets good for you?

In this podcast, Edmund Shing and Charlotte de Kerpoisson discuss about the reasons for rising pet ownership in recent years. The health benefits of caring for an animal How are we humanising pets? Ideas about investing in the pet industry

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
28-09-2023
17 min mins
#MACROECONOMICS

Podcast - Should we worry about rising oil prices today?

In this podcast, Edmund Shing analyses the recent oil prices. Should we worry about rising oil prices today? What proportion of tax is paid on the petrol pump price? Price is set by the balance between supply and demand: explanation Why we think the crude oil price should not surge beyond $100/barrel Listen to our podcast

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-10-2023
17 min mins

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