In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks.

• European banks delivered a 67% return in 2025, yet remain undervalued with 15% upside potential and a 5% dividend yield for 2026.

• Rising interest rates, a steepening yield curve, and 4% loan growth are boosting earnings, supported by strong balance sheets.

• New EU regulatory reforms and AI-driven digital transformation are unlocking revenue streams and cutting costs.

• Trading at 10x forward earnings, a 33% discount to US peers, with higher profitability and potential M&A opportunities.

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