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…


