australian banks

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...

Extreme competition in the banking sector has allowed most borrowers to avoid some of the RBA's rate increases

We provide our thoughts on the recent Big Four bank reporting season results.

Chris Kourtis from Ellerston Capital makes the case for why the fixed rate rolloff is bad news for the Big Four banks.

Scott Haslem, CIO of LGT Crestone delivers his views on whether the recent bank failures will have a systemic impact on markets

Cameron McCormack of VanEck explains why subordinated debt provides an opportunity amid current market volatility.

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...

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...

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...

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...

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)...

Small and medium-sized enterprises (SMEs) are an integral part of the Australian economy, responsible for 40% of private sector employment, and 35% of sales and...

Australian banks will continue to be tested in the new financial year. With the rising rate environment setting in and a subdued economic outlook, the big four...

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 path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks to fund renewable...

In recent weeks, the share prices of Australian banks have been heading south. The ASX300 Banks Accumulation Index has lagged the broader market by over 6% from late...

Across three decades the market has valued Commonwealth Bank at a premium relative to its three peers. Whether we look at earnings, dividends or book measures of...

Brad Potter, Head of Equities at Tyndall, learned some of his biggest investing lessons in the Great Sandy Desert and The Pilbara. Before embarking on a career in...

With the average Sydney pile now worth more than $1 million - with a broken drain the only water view - it’s an odds-on bet that the next financial meltdown will have...

A scarcity of Australian government debt meant that the RBA and APRA had to be creative when implementing the post-GFC global banking reforms, known as Basel 3. The...