European Banks Fourth-Quarter 2021
European Banks Fourth-Quarter 2021
As uncertainty increases again, we steer toward quality. European banks' valuations have largely recovered since the drop in March 2020. However, the omicron variant introduces potential headwinds. Nevertheless, we see opportunities across the European banking segment, particularly in higher-quality names. Which European banks have well-entrenched competitive positions that will drive shareholder returns ahead of peers over the long term?
What's Inside
What's Inside
- Which European banks are best placed as uncertainty resurfaces
- How the current environment is shaping European banks’ ability to generate income
- Whether risk metrics raise concerns for the sector