European Banks: 2025 Q4
Valuations leave little room to the upside
Navigating the European banking sector requires a clear understanding of the forces shaping the market. With valuations reaching new highs and interest rate policies diverging, making informed investment decisions is more critical than ever.
This report offers a detailed examination of key performance drivers, from the structural hedges supporting net interest income into 2026 to the shifting dynamics in corporate and consumer credit markets across the EU and UK. Download now for in-depth analysis to identify both opportunities and risks.
What’s inside:
- Key takeaways on valuations, interest rate trends, and sector risks.
An in-depth analysis on current market valuations, identifying where opportunities for upside may still exist
Actionable insights on preferred stocks like BNP Paribas and Svenska Handelsbanken