Australian banks vs US & European banks

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.

You can listen to Australian banks vs US & European banks online on Radio and Podcast. Open the player on this page to stream the available audio.

Australian banks vs US & European banks is an episode from Good Value by Antipodes Partners.

This episode is 29:19 long.

This episode was published on Jul 26, 2024.

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