Global Industry Research

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Financials EMEA Europe Article Equity Global Industry Research 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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4 min
Active management Equity Global Industry Research Institutional Program Firm Total return Video
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Behind the research with Saul Rubin

Veteran investor Saul Rubin shares a recent example of collaborative active management that reflects Wellington's deep understanding of the global automotive industry and commitment to increasing client value.

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Saul Rubin
Saul Rubin
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4 min
Video
2025-06-30
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