banks

NAB has launched the first benchmark 5-year major bank senior bond issue since January 2020 (ie, prior to the advent of the COVID-19 crisis). This was consistent with...

Based on Plato’s analysis, 2020 was the worst year for dividends in Australia over the past 40 years. The 35% cut in dividends surpassed the falls seen over three...

In recent weeks, market sentiment has undeniably shifted away from relatively expensive, high-risk, low-quality stocks. To illustrate the magnitude of this aggregate...

After underperforming the benchmark for more than a decade, Financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an...

Love them or hate them, you really have to hate the banks. Right? Well - maybe not so fast. After all Aussie investors love them, and why not? They've been a trusty...

For mostly obvious reasons, 2020 was the wildest year in recent memory for the global economy and markets across all asset classes. We saw markets fall and economic...

When Jeremy Grantham speaks, the market listens, and he believes the market is on the brink of a catastrophic downturn that will rival the 1929 Wall Street crash....

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...

In the AFR today I write that Australia’s ferocious banking regulator has tried its darndest to blow-up our deposit-takers in the latest iteration of its...

A powerful shift rocked markets as the maligned value index rallied 17% in November, leaving the growth index in its wake. The move ignited animal spirits of value...