Alvaro Serrano
Head of European Banks Research at Morgan Stanley.
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Mar 21, 2024 • 8min
European Financials: Why Confidence Has Returned
European Financials Conference highlights positive investor sentiment, M&A activity, and strong NII. Market confidence on the rise with lower rate outlook. Insights on leadership change, UK market sentiment, and AI in wealth management. Growth potential in private credit discussed amidst bank retrenchment and attractive yields.
