• Can the banks maintain their dividends?

    Stuart Jackson
    October 6, 2016

    Back in May, when ANZ cut its dividend and flagged a lower dividend payout ratio, it was a strong signal that bank investors should not count on an unending stream of rising dividends. As dividend payments is a topic close to most retail investors’ hearts I thought it would be timely to take a closer look at what the future holds. Continue…

    by Stuart Jackson Posted in Financial Services.
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  • Falling loan book growth is a warning signal for bank investors

    Stuart Jackson
    September 21, 2016

    Our big banks are a core holding in most Australian portfolios. But with long-term loan book growth likely to be materially lower in coming years, bank profits – and share prices – could be adversely impacted. Continue…

    by Stuart Jackson Posted in Financial Services.