Dollars and Sense: Making dollars and talking sense….in European investment grade banks

About this episode

Mike Reed and Marc Stacey discuss the resilience of European banks amidst geopolitical risks and the benefits from AI developments.

In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Marc Stacey, Investment Grade Senior Portfolio Manager. Amidst a backdrop of increased geopolitical risk, Middle East conflict driving oil prices higher, and Europe ramping up defence spending, the region’s banks are thriving. Mike and Marc discuss why the sector is showing resilience during the current uncertainty, why European banks are set to benefit from the AI hyperscaler buildout, and nuance behind th...

People in this episode

Host: Mike Reed

Guest: Marc Stacey

Topics covered

• European investment grade banks
• geopolitical risk
• oil prices
• defense spending
• AI hyperscaler buildout
• bank resilience

Keywords

• European banks
• investment grade
• geopolitical risk
• oil prices
• defense spending
• AI
• financial institutions

Mentioned in this episode

Organizations: RBC BlueBay Asset Management

Places: Europe

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