australian banks

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...

The traditional mindset regarding fixed income is that the returns are low and it is a boring asset class. Investing in Woolworths' (ASX:WOW) bonds is not a barbeque...

Bank shares might have staged an impressive recovery from oversold levels - but don’t confuse that with any semblance of investor agreement on where the sector is...

With Australian Banks representing 17% of the S&P/ASX 300 Index, most Australian investors are interested in the outlook for Australian Banks. In the last 5 years the...

While the ongoing COVID-19 pandemic is tragic and has been incredibly disruptive to billions of people around the globe, it has provided credit investors with a speedy...

(Ed’s Note: We asked two of our contributors who have strong views on banks to produce a bear versus bull case on this critical sector for income investors and SMSFs....

**Updated 27/05** - With some bank stocks up a whopping 10% at one point in today's session, we asked Romano for his latest view. He said:"Modern investors are using...

They say a picture tells a thousand words and the story for UK financial sector investors could not be more depressing going by the below chart. A theoretical $100...

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...