Global Banks – Dividend Risk
There is risk that banks will have to cancel, suspend or cut dividends. During a period of low-cost or free loans from governments and regulators...
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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged. However, we make some key...
512 Views
INDO Snippets: Second Presidential Debate, BNLI & PNBN - This Time Is Real?
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
680 Views
Aussie Equities Month in Review (Oct 2018)
A Correction and Not and End-Cycle Sell-off. In our note dated 20 October – “It’s Not Over Yet, But Lift the Bar on Defence” - we argued that the...
430 Views
Financial Services Royal Commission Poses Plenty Of Questions, but Provides Few Answers
The interim report issued by the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is long on...
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