GAM's Howard Says Environment for Banking Will Improve

The video discusses the capital raising efforts of European banks, highlighting the potential for improved profitability due to rising interest rates. It examines Deutsche Bank's strategic changes and market reactions, suggesting a positive outlook. The video also explores trends in mergers and acquisitions within the financial sector, emphasizing the shift from active to passive management. It addresses the political implications of cross-border M&A in the UK amid Brexit concerns. Finally, it analyzes the European auto industry's capacity issues and potential political impacts, especially in light of upcoming elections.

What are the expected trends in M&A activity within the financial sector?

How might Brexit politics affect overseas investments in UK financial companies?

What factors are contributing to the potential renaissance in the European auto industry?