Financial Services
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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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POSTED IN Financial ServicesTaggedAPRA, banks
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Is Deutsche Bank about to bring on a fresh financial crisis?
David Buckland
September 30, 2016
According to the IMF, “Among the globally systemically important banks, Deutsche Bank (DB) appears to be the most important net contributor to systemic risk”. So the news engulfing Deutsche Bank is a big concern for global markets – or at least it should be. continue…
by David Buckland Posted in Financial Services, Global markets.
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POSTED IN Financial Services, Global marketsTaggeddeutsche bank, IMF
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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.
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POSTED IN Financial ServicesTaggedbanks
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With Italian banks in trouble, which route will Merkel take?
David Buckland
August 18, 2016
With Italian banks carrying non-performing loans estimated at US$400 billion, we wonder whether Germany will offer them financial assistance to prevent the unravelling of the EU. Or could the troubled banking sector make Italy the next European domino to fall? continue…
by David Buckland Posted in Financial Services.
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How to assess Henderson post-Brexit
Scott Shuttleworth
August 9, 2016
Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos. continue…
by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
TaggedBrexit, Henderson Group (HGG)- 2 Comments
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POSTED IN Financial Services, Stocks We LikeTaggedBrexit, Henderson Group (HGG)
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Under pressure
Stuart Jackson
August 3, 2016
After the RBA’s latest cut to official rates, many investors will be tempted to take some of their money out of cash in pursuit of the high dividend yields offered by our banks. But are these yields sustainable as the banks feel the squeeze from margin pressure and increased liquidity requirements? continue…
by Stuart Jackson Posted in Economics, Financial Services.
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- POSTED IN Economics, Financial Services
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Will growing reliance on mortgage brokers hit the banks’ brand power?
Stuart Jackson
July 5, 2016
In recent years, we’ve seen CBA, ANZ and Westpac increasingly turn to brokers to originate mortgages. But could this trend erode their brand value and, consequently, reduce their ability to generate a higher than normal return on capital? continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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Is the ‘millionaires factory’ about to increase shareholder returns?
Ben MacNevin
June 30, 2016
Macquarie Group (ASX: MQG) has earned its nickname by richly rewarding its executives through a high compensation ratio that some believe favours employees over shareholders. Now it seems that could be changing, with the balance starting to tip back towards shareholders. But does that make Macquarie a buy? continue…
by Ben MacNevin Posted in Financial Services.
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How to position your investments for Brexit
Tim Kelley
June 22, 2016
With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up. As fund managers, it’s a question we’ve been forced to address head on. continue…
by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.
TaggedBrexit- 6 Comments
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POSTED IN Editor's Pick, Financial Services, Global marketsTaggedBrexit
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Not All Mortgages Are Created Equal – Part 2
Stuart Jackson
June 14, 2016
My last post looked beyond the superficial assessment of each bank’s exposure to a deterioration in mortgage book asset quality on the back of any turn in the residential property cycle. In this post, we look at the difference in geographic exposure. continue…
by Stuart Jackson Posted in Financial Services.
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