European Banks; a Quest for Value
We look across the mid-cap and larger cap universe of European banks for value picks, in this "risk on" climate in markets Based on consensus...
426 Views
Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)
The global rotation into value stocks has led the Italian banks to outperform the European banks sector index year-to-date and over the last three...
401 Views
Italian Banks: Legacy NPL Disposals Drive Returns Recovery
The core investor concern on Eurozone banks has been on the dovish ECB policy and the restart of QE with its negative implications for bank credit...
468 Views
Boost Research
Italian Banks: Value Opportunities, Despite Political Uncertainty
The Italian Prime Minister Giuseppe Conte resigned on Tuesday resulting in the collapse of the anti-establishment coalition, between the...
381 Views
Boost Research
Italian Banks - Sovereign Bond Risks at Bay for Now, Reveal a Good Value Equity Opportunity
Italian, and other Southern Europe, sovereign bond spreads continue to narrow as the market expects further stimulus measures from the ECB to be...
410 Views