Mislav, Kian, and Esmail join to discuss our view of European banks, after our recent shift to UW given that the outperformance of the sector may stall assuming bond yields are peaking. We also discuss the bottoms up perspective and how best to implement the views within vol markets.
Thomas Salopek, Head of Global Cross Asset Strategy
Mislav Matejka, Head of Global & European Equity Strategy
Kian Abouhossein, European Banks Analyst
Esmail Afsah, European Derivatives Strategist
This podcast was recorded on Nov. 9, 2023.
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