Bank reporting - Key themes & top picks

In this thematic discussion our panel take a closer look at the recent bank reporting season. The outlook for ‘The Big Four’ has been a hotly debated topic with shareholders being asked to stump up billions of dollars to shore up balance sheets. From a valuation perspective share prices in the majors have all fallen considerably with the ‘attractive’ yield often championed as the reason to hold these stocks. We put the question of valuation to the test and ask our panel to share their preferred picks. If you hold banking stocks in your portfolio there is some excellent food for thought in this short video. Matthew Kidman from Centennial Funds hosts Roger Montgomery from The Montgomery Fund and Justin Braitling from Watermark in this latest exclusive brought to you by Livewire. Click on the image below to watch the discussion.