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.

 



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