anz

Fixed Income
Christopher Joye

Today I write about an interview this week with one of Australia's most successful and innovative funds management pioneers, Magellan's Hamish Douglass, who says he would have no issue with ASIC applying the Future of Financial Advice (FOFA) laws to the burgeoning listed investment company/trust (LIC or LIT) space to... Show More

Christopher Joye

Excerpt from my column in the AFR today in which I speculate ANZ will halve its workforce, move to a mostly branchless business model, and introduce a revolution in the form of risk-based product pricing that will offer every customer unique interest rates (click on that link to read free... Show More

Christopher Joye

In The AFR I reveal that Australian house prices have jumped another 0.8% over September and by 2.7% in the September quarter, which is north of an 11% annualised pace in an embarrassing contradiction of the RBA's claims that its May and August rate cuts had not stimulated "a new... Show More

Mathan Somasundaram

Macro outlook: Global markets are expected to start the chase yield as macro risks start to subside. We continue to like globally diversified business models while small cap industrials remains the key preferred sector/size category on growth and yield to value basis. Bank sector is likely to be the main... Show More

Christopher Joye

I have published a brief analysis in the AFR of ANZ's decision to appoint Michelle Jablko as CFO and the ensuing controversy surrounding Angus Aitken's remarks on this subject. Excerpt: "Stockbroker Angus Aitken's comments were not remotely sexist...The suggestion is arguably scandalous. On any objective reading, there is not one... Show More