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Dr Strangelove: How I learned to stop worrying and love the European Banks

Van Lanschot Kempen Investment Management

European banks, seen by many as a type of doomsday device, have shown to be remarkably resilient in recent years. After a lost decade recovering from the Great Financial Crisis (GFC), between 2020-2023 they were faced with the fallout of the covid pandemic, energy crisis and inflation spike. During this series of mini crises they have shown that something has finally changed. The slow but steady improvements in capital strength, risk costs and efficiency have led to a vastly improved investment proposition.

Van Lanschot Kempen Investment Management

Thursday 20th June 2024

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