BNP Paribas Wealth Management Author: Investment Strategy podcast Language: en Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

Listen Now...

European Banks: further to go
Thursday, 19 February, 2026

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks.European banks delivered a 67% return in 2025, yet remain undervalued with 15% upside potential and a 5% dividend yield for 2026.Rising interest rates, a steepening yield curve, and 4% loan growth are boosting earnings, supported by strong balance sheets.New EU regulatory reforms and AI-driven digital transformation are unlocking revenue streams and cutting costs.Trading at 10x forward earnings, a 33% discount to US peers, with higher profitability and potential M&A opportunities.Hosted on Ausha. See ausha.co/privacy-policy for more information.

We also recommend:

Behind The Idea
Seeking Alpha

Cash Flow is Life
Justin Sheley

Property Chat with Jay Anderson
jayandersonproperty

Momento Financeiro
Ketlin Cardoso

Blue Collar VC
Mucker Capital

Leily Naeemi

Financial Fallacies
Abhinav kapadia

The Alternative Financier
Yusuf Chris West

Espace Montréal Podcast
Axel Monsaingeon

Mucho Cash Flow

Inwestujemy Globalnie | Caspar Asset Management
Caspar Asset Management SA