Australian Bank Mortgage Loan Resilience
For some years, people have been waiting for and proclaiming an imminent mortgage loan crisis in Australia. It hasn’t happened. Data from Westpac’s...
317 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
819 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
1k Views
Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
337 Views
Stronger Economic Conditions and Good Credit Growth Supports Australia's Wide Moat-Rated Major Banks
Australia’s economic outlook is brighter following the release of better-than-expected fourth-quarter 2016 national accounts. We have long argued...
307 Views