Publications

Are European banks closing the gap with US banks in 2025, despite their fragmentation and perfectionism?

Here are the key takeaways from the second quarter 2025 earnings season of European banks.

Here are the key takeaways from the first quarter 2025 earnings season of European banks.

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

What will drive performance in 2025? Yields, fundamentals and positioning: discover our analysis.

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

Trump’s tariffs spark market turmoil: European banks drop, AT1 spreads widen. Risks limited by strong fundamentals, low NPLs, and ECB rate resilience.

Impact of the 2024 European Union 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…