Reserve Bank's inflation challenge
The Reserve Bank's battle to tame inflation will be a slog. Here's why.
Why the market loves insurance companies right now
Insurers are replacing banks as the preferred financial sector exposure for several professional investors.
Where Big Four dividends stand heading into ASX Reporting Season
Reporting season is here and everyone is angling to find out which bank is going for the big payouts.
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
In this episode, Alphinity's Andrew Martin and Tyndall's Michael Maughan discuss the winners and losers of higher rates.
Why ANZ should walk away from Suncorp
As a shareholder of ANZ, we would like the ANZ Board to walk away from buying Suncorp Bank. Our reasons are simply the price offered is too high and the market...
Reporting season compounds poor outlook for big 4 banks
We provide our thoughts on the recent Big Four bank reporting season results.
The Big Four Banks are the last place you want to be
Chris Kourtis from Ellerston Capital makes the case for why the fixed rate rolloff is bad news for the Big Four banks.
Why we view Commonwealth Bank as the highest quality of the big four banks
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on...
Which banks? 6 brokers and a fundie answer the question
Australia’s banks are often regarded as relatively resilient to interest rate rises. But in a market and economic environment that has defied various definitions of...
Why this fundie thinks he can beat the Big Four Banks with his hands tied
Aussie banks have always owned a special place in the hearts of Aussie investors. Sure, the Hayne Royal Commission revealed some skeletons in the closet. But it was...
Two underappreciated ASX sectors worth a post-earnings look
The insurance companies, and the banks, have received less investor attention and appreciation than we would have thought pre-reporting season. In this wire, I'll...
Is the ASX home to the longest dividend-paying company in the world?
Australia holds lots of swimming world records, but not so many corporate ones. If, however, you rely on our research and googling capabilities, Westpac (ASX: WBC)...
A top down guide to the HQLA-gap
We’ve previously published bottom-up technical notes on Aussie bank demand for government bonds, which is akin to a new form of quantitative easing or QE (replacing...
The big four's renewable energy plans set to drive growth
The path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks to fund renewable...
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