Re-Visiting Bank Capital and Profitability - Who Benefits from Safety?
Evidente has published a number of posts recently recommending that investors take a long position in Australia's major banks. Relative expected...
5.2k Views
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...
348 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...
917 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...
1.1k 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...
324 Views