ASX:ANZ

An interesting alternative to the major banks

Clime Asset Management

It would be understandable if investors with large holdings in the four major commercial banks spent much of their time reviewing the recent mixed earnings results and negative newsflow from the Royal Commission. However, the vast amount of negative media and analyst coverage makes it tempting to spend too much... Show More

Bell Potter Top Picks From The Banks

Bell Potter

Our major banks may not be outnumbered nor outgunned in the operational sense but some are clearly not seen to be occupying the moral high ground at the moment. Show More

Market drifts lower - yield stocks weigh (TWE)

James Gerrish

The market rolled over early this morning on some big volume through the futures market before ebbing and flowing throughout the session. A whimper up into the close but nothing to write home about, the market simply feels a little hot now and needs to some time to cool –... Show More

ASX:ANZ ASX:NAB ASX:SYD ASX:TWE

Beyond the Royal Commission headlines

Livewire Exclusive

Financial services have been making headlines for all the wrong reasons in recent weeks. Following Rowena “Shock and” Orr’s public shellacking of the wealth management industry, AMP Limited has since lost almost its entire board of directors, as well as a big part of the executive team. The banks were... Show More

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Let’s take a look at the banks’ results

Stuart Jackson

In the midst of the Royal Commission into Misconduct in Financial Services, the major banks have released their latest half yearly results. The market headed into the reporting period with a high degree of apprehension given the public backlash emanating from the revelations coming from testimony at the Royal Commission... Show More

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A short-term opportunity in the banks

Daniel Want

The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have marked the top of a multi-decade cycle for Australian banks. The latent risks confronting Australia’s banks appear significant, suggesting a high likelihood that in the... Show More

Rotting from the head: We need more than a Royal Commission

Clime Asset Management

The Royal Commission into the Australian banking system has triggered shocking headlines of abuse, particularly around financial advice. But there is a danger that while the inquiry identifies issues and delivers a regulatory response, it doesn’t get to the core of the problem. Show More

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Hard to fault Westpac's result

Hugh Dive

Today marked the conclusion of the May profit reporting season, with Westpac finishing the season well with a strong result that was well-received by the market. May has been a kinder month for shareholders in the major Australian banks than March and April, with three of the four major banks... Show More

ASX:ANZ ASX:NAB ASX:WBC

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3 immediate implications of tighter lending standards

Pete Wargent

In our latest 50-page report for funds and institutional investors, Chemical Change, we’ve conducted a detailed consideration of shifts in mortgage lending standards, and the likely outcomes from these changes. Highlighted below are three immediate implications. Show More

Business Insights Across the Market

NAOS Asset Management

“The shipping industry, at some point down the track, will be required to address greenhouse gas emissions” Angela Gillham, CEO, Maritime Industry Australia Show More

The Royal Commission opens Pandora’s box

Schroders Australia

The Royal Commission has shown banking, financial advice, and mortgage broking to be sorely lacking on the basics of looking after the customer. It seems that incentives to lend more money and charge more fees were somewhat more powerful than those aimed at improving customer wellbeing. Show More

ASX:AMP ASX:ANZ ASX:NAB

What Mattered Today; ANZ sparks bank rally

James Gerrish

Another solid performance from local stocks today bucking the negative overseas lead – the Dow Jones down -146pts / 0.61% overnight yet we rallied +0.54% today continuing our recent period of outperformance. The banks the main driver which would have come as a surprise to some (not MM) with the... Show More

ASX:ANZ ASX:IGO ASX:MQG

ANZ: Solid result despite the Royal Commission

Hugh Dive

The last month has been tough for shareholders in the major Australian financial services companies, who have seen their share prices drift lower throughout March and April. Evidence of misconduct presented at the Royal Commission on Financial Services has fed market fears that bank profitability will be diminished in the... Show More

ASX:ANZ

Business Insights Across the Market

NAOS Asset Management

“The industry faces challenges of low credit growth, low interest rates, regulatory uncertainty, increasing consumer expectations and increased scrutiny of conduct and culture” Jon Sutton, MD, Bank of Queensland Show More

The difference between bonds and shares in a severe correction

Elizabeth Moran

The endless days of a fantastic summer are disappearing as is the consistent, upward trend of higher share prices, with volatility returning to the market. The sharp but relatively small correction in equities early February was enough to make investors stop and reassess portfolio allocation strategies. There comes a point... Show More

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What the banking Royal Commission means for your bank shares

Guy Carson

I have to be honest, when the royal commission into the Banking, Superannuation and Financial Services sector was first announced I was skeptical. I thought that the commission would be akin to a “Dog and Pony show” with banking executives grilled for hours about already known scandals and they in... Show More

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Selling in a bull market

Livewire Exclusive

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about selling. Baron Rothschild said the secret to his success was “I never buy at the bottom and I always sell too... Show More

Will NAB repeat its March/April 6% gain this year?

Romano Sala Tenna

Historically, this time of the year is a terrific time to buy shares in NAB, Westpac and ANZ. None better to be exact. For nearly 2 decades, buying these 3 banks at the beginning of March and selling them at the end of April has been a winning trade. Show More

ASX:ANZ ASX:NAB ASX:WBC

What Mattered Today; Banks under the pump

James Gerrish

Financial stocks were the cause of pretty much all of the pain on the ASX today with the banking enquiry focussing on CBA – some extraordinary headlines making their way into the press which was also the case yesterday when NAB was in the hot seat – the BIG 4... Show More

ASX:ANZ ASX:CBA ASX:NAB ASX:NCM ASX:WBC ASX:KDR

What Mattered Today; Banks Seasonality working to offset Materials & Energy

James Gerrish

It feels like we’ve been writing about Trump / trade wars & tariffs all week with market movements based on the rhetoric coming out of Washington. By weeks end though, markets had settled and all sectors on the Australian bourse (except energy) actually closed higher with the ASX 200 putting... Show More

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