All the major banks look expensive on an earnings basis but attractive versus bonds and cash
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 Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and Partners heading up a team that manages direct domestic and international equity & fixed-income portfolios for wholesale investors.
James is the Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and...
Expertise
James is the Lead Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & portfolios open for investment. He is also a Senior Portfolio Manager at Shaw and...
Expertise
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