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...
919 Views
Stronger Economic Conditions and Good Credit Growth Supports Australia's Wide Moat-Rated Major Banks
Australia’s economic outlook is brighter following the release of better-than-expected fourth-quarter 2016 national accounts. We have long argued...
263 Views
Money Matters: Deutschland Über Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
650 Views