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Australian banks vs US & European banks

29:19
 
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Manage episode 430787600 series 2973891
Innhold levert av Antipodes Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Antipodes Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher.

But what if the next move for policy rates is down? Should investors stick with banks?

Antipodes Portfolio Manager James Rodda and Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets.

Key times:

  • What would rate cuts mean for banks: 3:00
  • The outlook for Australian banks: 10:30
  • NatWest Group: 11:20
  • Wells Fargo & Co: 17:17
  • Commonwealth Bank of Australia (CBA): 20:30
  • Comparing Natwest, Wells Fargo & CBA: 25:20

All stock commentary is illustrative only and not recommendations to buy, hold, or sell any security.

  continue reading

48 episoder

Artwork
iconDel
 
Manage episode 430787600 series 2973891
Innhold levert av Antipodes Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Antipodes Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher.

But what if the next move for policy rates is down? Should investors stick with banks?

Antipodes Portfolio Manager James Rodda and Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets.

Key times:

  • What would rate cuts mean for banks: 3:00
  • The outlook for Australian banks: 10:30
  • NatWest Group: 11:20
  • Wells Fargo & Co: 17:17
  • Commonwealth Bank of Australia (CBA): 20:30
  • Comparing Natwest, Wells Fargo & CBA: 25:20

All stock commentary is illustrative only and not recommendations to buy, hold, or sell any security.

  continue reading

48 episoder

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