European Banks: further to go

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…