AT1 Bond Investors Will Be Pickier Now: Natixis's Bryant

The video discusses the status and future of AT1 bonds, highlighting the impact of the Credit Suisse situation on investor caution. It explores geographical differences in AT1 bond structures and emphasizes the importance of understanding these variations. The discussion also covers market recovery expectations and changes in investor behavior post-crisis, with a focus on inflation and its impact on financial institutions.

In what ways do you think the normalization process will be affected by the current financial environment?

What is the long-term trend for financial institutions in relation to inflation, according to the discussion?