australian banks

After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now...

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...

The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting...

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

We are living in extraordinary times, and it's fair to say it's been a very interesting start to 2021. Uncertainty prevails globally, yet markets are ripping back...

A desire to forge his own path led Andrew Lockhart from a 26-year career with National Australia Bank to strike out to form what is now one of Australia’s most...

With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a number of ambitious measures to meet their...

Since the outset of COVID-19, when we seriously analysed what was happening in early 2020, the nature of pandemics, and where the world economy was when the pandemic...

Optimism in the macro outlook grew steadily throughout October, starting with an indication of further monetary easing from the RBA, followed by a Federal Budget which...

In the period since the Global Financial Crisis (GFC), the global banking sector has significantly de-risked. This is clearly evidenced by the structural increase in...

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...

In Australia, we've always tended to think of bank stocks as the sleep at night option, ‘a buy and put it in the draw kind of investment’, because they've been so...

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...

Our attention turns locally this week, as the country begins take stock of the coronavirus impacts and look to the future for drivers of Australia’s favourite asset...

Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result –...

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...

With the ever-evolving post-COVID landscape, some investors see risk and others are seeing opportunity. Whenever there is a pivotal shift in market conditions, there...

In the latest iteration of the Firetrail Analyst Series we dive into an incredibly important sector for income investors and SMSFs: Australian banks. Our Analyst Scott...

Sir Benjamin Franklin had some witty quotes: one of my favourites is: “Beer is proof that God loves us and wants us to be happy.” 1 June marked the day pubs...