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Podcast: Thoughts on the Market
Episode: European Financials: Why Confidence Has Returned
Description: The perspective from our recent European Financials Conference looked positive for UK markets, loan demand and M&A activity. Our European heads of Diversified Financials and Banks Research discuss.----- Transcript -----Bruce Hamilton:Â Welcome to thoughts on the Market. I'm Bruce Hamilton, head of European Diversified Financials Research.Alvaro Serrano:Â And I'm Alvaro Serrano, head of European Banks Research.Bruce Hamilton:Â And on this episode of the podcast, we'll discuss some of the key takeaways from Morgan Stanley's just concluded 20th European Financials Conference. It...