Over the last year, financials globally have had a pretty good run as profit margins for lending have grown. We’ve seen this trend in the big banks in the US, but also in Europe where dividends and buybacks are trending higher and higher.  

 But what if the next move for policy rates is down? Should investors stick with banks?  

Antipodes Portfolio Manager James Rodda and Alison Savas discuss the set-up for financials in the US, Europe and also Australia, and compare the investment cases for three of the major banks in these markets. 

Key times:

• What would rate cuts mean for banks: 3:00

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