Bullish on European Banks

Featuring Keith Mullin

While the prospect of state bailouts remains on the table, Keith Mullin, founder of KM Capital Markets and former editor of the International Financing Review, is upbeat on the value in European Banks, as we enter an acceleration of the rate cycle and higher net interest margins. Filmed on May 23, 2017, in London.

Published on
31 May, 2017
Topic
Europe, Financial System, Credit Market
Duration
3 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
79

Comments

  • NS

    Niek S.

    6 6 2017 08:59

    6       0

    I did research into CoCos for my University thesis and am surprised that CoCos are presented as a trade idea for private investors on RV. It are really complex and difficult instruments that can be disastrous when financial conditions change. With their negative gamma and their embedded option / writing down characeristic they are in my opinion not suited for private investors.

  • MS

    Matt S.

    5 6 2017 09:14

    0       0

    High-Trigger CoCos.............. and what, prey tell, is a HT CoCo?

  • JO

    John O.

    1 6 2017 02:32

    11       0

    This is the first RV I have not voted up or down because I do not understand the products he is recommending. I've been investing for over 40 years and I'm reaching the "Get off my lawn!"
    stage with these new financial instruments. Perhaps one of you youngsters could explain this.