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...
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Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
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Industry-Wide Health Insurance Premiums Increase 4.8% - Broadly in Line with Expectations
The Federal Health Minister has approved an industry-wide average increase in private health insurance premiums of 4.84% to take effect April 1,...
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Political Inertia Underpins Strong Earnings for Medibank
Following the Australian federal election on July 2, 2016, we are increasingly confident that current healthcare funding arrangements will remain...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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