Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Australian Banks: Key 2018 Drivers
In the past year, the Australian Banking System has experienced developing regulation, benign economic conditions, public pressure (a nascent Royal...
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A Closer Look at the Cut to Payout
In our post-reporting season note, we highlighted how payout ratios were cut in FY17 but guided to rebound in FY18. The additional capital from...
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BondAdviser Market Review - July 2017
The BondAdviser Market Review is an end of month report designed to give users information on events, corporate actions, news and announcements...
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S&P Australian Bank Rating Downgrade Analysis
On the 22nd of May 2017, Standard and Poor's (S&P) announced that 23 Banks (both domestic and foreign branches) operating in Australia will be...
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