Episode Description
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of investment industry experience, as they piece together the bigger picture behind the sector's rise. Alfonso shares how improved profitability and shareholder-friendly policies are shaping the future of European banks.
In this episode, you'll also hear:
- Where Alfonso sees other hidden value pockets across Europe
- How focusing on downside risk can give investors an edge
- What global research trips have taught him about seeing beyond the headlines
Tune in for a conversation that connects the dots on how a macro view and long-term perspective can promote better investment decisions.
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This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.
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