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Article
7 min
Financials EMEA Europe Article Equity Institutional Program Large-cap
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The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

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Thibault Nardin
Thibault Nardin
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7 min
Article
2025-08-31
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Quick Take
Financials Quick Take Industrials Equity Institutional Program Telecom Stewardship Japan
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Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

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Katsuhiro Iwai
Katsuhiro Iwai, CFA, CMA
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Quick Take
2024-08-04
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