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Talking Heads – Ongoing tailwinds favour European financials

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Manage episode 376735875 series 1271630
Content provided by BNP Paribas Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BNP Paribas Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the sector now that interest rates have normalised? Jeroen Knol, portfolio manager for European Equities and a European Financials specialist, discusses perspectives with Chief Market Strategist Daniel Morris in this Talking Heads podcast.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

Download the Viewpoint app: https://onelink.to/tpxq34

Follow us on LinkedIn: https://bnpp.lk/am


Hosted by Ausha. See ausha.co/privacy-policy for more information.

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267 episodes

Artwork
iconShare
 
Manage episode 376735875 series 1271630
Content provided by BNP Paribas Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BNP Paribas Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the sector now that interest rates have normalised? Jeroen Knol, portfolio manager for European Equities and a European Financials specialist, discusses perspectives with Chief Market Strategist Daniel Morris in this Talking Heads podcast.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

Download the Viewpoint app: https://onelink.to/tpxq34

Follow us on LinkedIn: https://bnpp.lk/am


Hosted by Ausha. See ausha.co/privacy-policy for more information.

  continue reading

267 episodes

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