All the major banks look expensive on an earnings basis but attractive versus bonds and cash
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All the major banks look expensive on an earnings basis as does the market but attractive versus bonds and cash. CBA & WBC's PEs are starting to look extreme - but they are being supported by current low interest rates....Charts on Bank PE's and more in todays note...(VIEW LINK)
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James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
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