Deflating the banks’ bubble

Lower rates could trigger a lending surge… and bank stocks will be exposed if the property bubble bursts.

PORTFOLIO POINT: Investors have been enjoying good yields from the big banks. But the majors could be exposed if their property lending portfolios get out of control.

It is certainly satisfying as a fund manager to reflect on the September quarter. As the growth portfolio performance table below shows, this last quarter was a good one for quality shares and, in particular, the growth portfolio.

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