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...
5.1k 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...
270 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...
682 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...
917 Views
Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
212 Views