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
Long shunned by investors, European banks are returning to the forefront