Equity Financial Engineer | Bank on the big four for the yield trade

Mathan Somasundaram

Macro outlook: Low growth and low interest rates remain the key risks for financial stocks as global economies move from one disaster to another. The turnaround big banks offer better value in low growth outlook as they have relatively lower housing exposure and trade at a discount. Preferred picks are... (VIEW LINK)


Mathan Somasundaram

2017 - Now > Blue Ocean (AUS) > Market Portfolio Strategist 2012 - 2017> Baillieu Holst (AUS) > Head of Strategy, Quant and Data Analytics 2009 - 2012 > Bell Potter / Southern Cross (AUS) > Head of Quant and Data Analytics 2007 - 2009 > LIM...

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