European Banks’ AT1 Bonds – 2H Outlook: BI Credit Replay
European bank AT1s have generated positive excess returns of about 1% in 2025 YTD across currencies. What will performance in 2H look like? Carry remains attractive but scope for further tightening vs. T2 and equities seems limited. What about technicals and credit fundamentals? Please join our BI credit analysts Jeroen Julius and Ruben Benavides on Tuesday 24th June, 3pm UK, for a webinar on these and related AT1 questions.