Cocos in the sweet spot – Marc Stacey

Marc Stacey joins us on the BlueBay Insights podcast to share his expertise on coco bonds & European banks, discussing fundamentals, risks, ESG opportunities and the potential investment ‘sweet spot’ enjoyed by AT1 capital. We asked Marc: Banks were deemed villains following the global financial crisis back in 2008 but have been a key part of the solution to the corona virus pandemic. Can you talk us through this shift and what it means for investors?Your investment approach has always f...