Publications

After a difficult post-crisis decade, European banks have outperformed the broader equity market for a 4th year in a row.

Here are the key takeaways from the third quarter 2024 earnings season of European banks.

Here are the key takeaways from the second quarter 2024 earnings season of European banks.

Here are the key takeaways from the first quarter 2024 earnings season of European banks.

Here are the key takeaways to remember from the 2023 results for European banks.

Here are the key takeaways to remember from the outlook for subordinated debt in 2024.

Impact of the European elections: An analysis by Jérôme Legras, Head of Research at Axiom Alternative Investments

With inflation running closer to target, central banks in advanced economies are poised to start cutting interest rates. Here are our 4 main…

Banks’ fundamentals are the strongest in a decade. CET1 ratios are almost at their all-time high, profitability is on the rise and return on equity is…

In an environment of sticky inflation, recessionary fears and more recently geopolitical tensions, investors have turned away from risky assets to…

After a difficult Q1 2023, the debt market for financial institutions recovered in Q2, fueled by a strong earnings season and a reopening of the…

Analysis by Antonio Roman, Portfolio Manager of the Axiom European Banks Equity fund