Episode Synopsis "Navigating the bear market - Banks"

EL&C Baillieu analyst Nick Caley discusses Australia’s major banks post the recent reporting season, including: • The state of sector growth; • Revenue trends; • Bad debt and provisioning levels given the COVID-19 crisis; • Stock preferences at this time; and • An update on Macquarie Group. We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates.

Listen "Navigating the bear market - Banks"

More episodes of the podcast Ord Minnett Podcast

• Global Emerging Markets with Fidelity International
• Rates, risks and inflation with Head of Asset Allocation Malcolm Wood
• 2022 Outlook with Head of Asset Allocation Malcolm Wood
• Top Picks with Wilson Asset Management
• Ethical & Responsible Investing with Simon Kent-Jones
• Market Outlook with Head of Asset Allocation Malcolm Wood
• Welcome to the Ord Minnett Podcast
• 2021 Market Outlook with WAM Leaders
• Upgrading the target with CIO Malcolm Wood
• Navigating the recovery with CIO Malcolm Wood
• Budget Special
• Afterpay and the BNPL sector with Tribeca
• The rise of online retailing with 1851 Capital
• Navigating the road to recovery
• Navigating the dividend disruption
• Navigating the recovery with CIO Malcolm Wood
• Introducing Multi-Asset Portfolios
• Navigating the recovery with CIO Malcolm Wood
• Cloud megatrend with Montgomery Investment Management
• Key picks in Automotive with Wilson Asset Management
• Navigating the global recovery with Magellan
• How to increase your technology exposure
• Navigating the bear market - Banks
• Navigating the bear market - CIO Malcolm Wood
• Welcome to the EL&C Baillieu podcast