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European Equities: Thoughts on the Market

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Bruce Hamilton: Welcome to thoughts on the Market. I’m Bruce Hamilton, head of European Diversified Financials Research.

Alvaro Serrano: And I’m Alvaro Serrano, head of European Banks Research.

Bruce Hamilton: 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’s Thursday, March 21st at 3 pm in London.

Alvaro, we were both at the European Financials Conference in London. More than 100 companies attended the event. 95 percent of the attendees were from CE level management. There was a lot to take in.

Investor sentiment heading into the…



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