MQG 0.82% $232.01 macquarie group limited

all good points. not without its risk at these prices but the...

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    all good points. not without its risk at these prices but the upside still i think over balances the downside risk given the corporate tax cuts, weaker aud, us infrastructure spending exposure, broader market exposure as a global fund manager, renewables leveraged exposure via the greenbank acquisition, good yield of 5%, etc.
    as a bonus, its not as highly exposed to the coming housing downturn and so should have softer downside compared to the big 4.
 
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