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Join the team as they cover the banks, introduce Uniti Group and discuss property trusts.
01:02 – NAB capital raising
07:49 – Are impairment charges high enough?
12:52 – What should our exposure to banks be?
15:15 – Passive funds not the best choice
18:17 – Uniti Group
34:10 – ALE Group
43:25 — Scentre Group
See omnystudio.com/listener for privacy information.
By Intelligent Investor5
11 ratings
Join the team as they cover the banks, introduce Uniti Group and discuss property trusts.
01:02 – NAB capital raising
07:49 – Are impairment charges high enough?
12:52 – What should our exposure to banks be?
15:15 – Passive funds not the best choice
18:17 – Uniti Group
34:10 – ALE Group
43:25 — Scentre Group
See omnystudio.com/listener for privacy information.

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