Weekly Podcast and Snapshot

European Banks: further to go


What Potential Lies Ahead for Banks after the Stellar 2025 Performance?

European banks delivered an exceptional stock market performance in 2025, averaging +67% in EUR, far outpacing all other European and American sectors.

What are the outlook and prospects for 2026?

Key Takeaways

  • European banks remain undervalued and one of our preferred sectors.
  • New opportunities and efficiency gains emerge, with limited risks.
  • Estimated upside potential for the European sector in 2026: +15% on average.
  • US banks are also healthy, but their appreciation potential is more limited.




European Banks: further to go

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








Snapshot

In this article, Hiba Mouallem, Investment Strategist, analyzes and deeps dive into that subject including macroeconomic updates, sector performance, and strategic positioning.

 



SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

#PODCAST #SNAPSHOT

Disclaimer

BNP Paribas Wealth Management is not present in every country and may not have a banking license in your country of residence. In this case, you would not
benefit from the protection in force for investors under local legislation. Provisions of the regulations of the country in which the bank operates would apply.

The personal data provided by you in this contact form are processed by BNP Paribas SA, Métier Wealth Management, for the following purposes:

• dealing with your request, including answering questions and providing information that you ask for;

• handling correspondence with you and dealing with the matter that you contact us about;


Please note that the fields identified by an asterisk (*) are mandatory.

The processing of your data is based on our legitimate interest to answer and follow up your request.

The collected data will be shared with internal staff of BNP Paribas Wealth Management's entities and will be kept for 3 months.

You can access your data, request a modification or deletion or exercise your right to limit the processing of your data by writing to the following address
paris.wm.data.protection@bnpparibas.com.

You have the right to define your instructions for the retention, deletion and communication of your personal data after your death.

You also have a right to lodge a complaint with the competent supervisory authority: la CNIL(Commission Nationale de l'Informatique et des Libertés).