In this article, Matthew Davison, portfolio manager for MCA's Active Insight portfolios, reveals why he thinks bank earnings will remain resilient over the short to mid-term, explains how net interest margins (NIMs) and recent credit creation in the system will produce tailwinds for the sector, and unveils his preferred banking exposure.
If you would like to discuss further, please call any of the advisers here at Bennett & Co - Richard Bennett on 07 3876 8131, Tony Garnham on 07 3184 2520, or Michael Lynch on 0412 144 574.