westpac

Citi has removed all Buy ratings from the Big Four Banks for the first time since March 2020.

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...

We all know the ATO doesn’t issue arrest warrants via jittery auto-dial phone messages that threaten imprisonment if we don’t “press one” to pay up. And we...

Overnight, Westpac printed the first monster senior bond deal from a major bank since before the pandemic. We had repeatedly predicted that a major bank would come to...

On Wednesday Australia's largest bank, Commonwealth Bank (ASX: CBA), announced its entry to the buy now, pay later space with the introduction of a new product,...

When Afterpay (ASX: APT) first hit the ASX boards, tapping the public market for capital was really the only way for an early-stage Australian company to scale up,...

Back in August 2018 I argued that UBS banking analyst Jon Mott was wrong when he sensationally claimed that Westpac had potentially breached Australia's responsible...

The banks have endured a turbulent few years as a result of increasing regulatory constraints, slowing credit growth, and the fallout from the royal commission. 2019...

Brian Hartzer knew it was over the second he picked up his phone. Last Monday, as CEO of Westpac, Hartzer had called his senior executives into a room for the...

Today I present a dispassionate analysis of the current Westpac drama and the RBA's exceptionally detailed road-map as to how QE will unfold in Australia. I explain...

The latest episode of our Complexity Premia podcast is live and it is a big one! We discuss: what happened in bond markets in July and August; why the world’s best...

Today I argue that Magellan will revolutionise the LIC/LIT market with its shift to a commission-free distribution model that we had long advocated and which is...