Today
- Opinion
- Big four
ANZ Bank stirs up dividend, provisioning debates
Income-starved shareholders were jubilant after ANZ Bank decided to pay an interim dividend, but its decision ramps up the pressure on Westpac.
Yesterday
- Opinion
- Big four
Commonwealth Bank plays disrupter
CBA is making incursions into business banking, long the stronghold of Melbourne-based National Australia Bank.
- Opinion
- Big four
Why bankers find it harder to second-guess this recession
The old rules of banking are being thrown out the window by the coronavirus as bankers discover that small businesses exposed to the same sectors are faring very differently.
This Month
- Opinion
- Big four
New breed of well-heeled punters reshapes property market
Property prices may be sagging as a result of the coronavirus pandemic, but affluent borrowers have evinced a strong appetite for investment loans in the past six months
- Opinion
- Earnings season
Why the AMP board decided to go with Boe
Faced with a formidable task in turning around its wealth management and banking businesses, AMP has pinned its hopes of corporate resurrection on AMP Capital.
- Opinion
- Big four
CBA's past prudence allows Comyn to shine
The country is in the grip of the worst economic crisis since the 1930s, but you wouldn't know it from looking at the full-year results of the Commonwealth Bank.
- Opinion
- Investing
Will private equity put AMP out of its misery?
AMP's recovery plan has been thrown even further off track amid a fresh executive scandal, as the coronavirus pandemic has derailed its cost-cutting plans.
- Opinion
- Active investing
Investors recoil as AMP crisis shows no sign of abating
Investors are worried about what's going on behind the scenes at AMP following the abrupt departure of one of AMP boss Francesco De Ferrari's key recruits.
- Opinion
- Monetary policy
RBA boss Philip Lowe has some bad news for the gold bulls
When demand is weak, and the economy has oodles of spare capacity, it strains credulity to believe that we're on the brink of a new era of high inflation.
- Opinion
- Big four
Why bankers are social distancing from Westpac
Rival bankers are concerned that the wrangle between Westpac and AUSTRAC could jeopardise their own attempts at rehabilitation following the Hayne royal commission.
July
- Opinion
- Big four
What's behind Porter's attack on Westpac
The banking community rallied behind Westpac in its "wagyu and shiraz" stoush with ASIC, but there's little support for the bank in its fight with AUSTRAC over money laundering and counter-terrorism breaches.
- Opinion
- Big four
APRA creates winners and losers among bank shareholders
APRA's latest directive to the banks to limit dividends to no more than 50 per cent of profits penalises shareholders in banks that scrapped interim dividends.
Impromptu stress test is hurdle for bank dividends
Bankers believe that they need to pass APRA's latest impromptu stress test before they can put dividends back on the menu for shareholders
- Opinion
- Big four
Want to see a 'worst case' stress test scenario?
Bankers are fearful they'll be forced to hold more capital against their loan books as the economy shrinks and the jobless rate climbs sharply higher.
- Opinion
- Big four
How Lowe and Kennedy helped Shipton see the light
ASIC confirmed that it would not seek special leave to appeal to appeal to the High Court in the 'responsible lending' case.
- Opinion
- Monetary policy
Lowe's line in the sand for governments
At a time when modern monetary theory is growing in popularity, RBA governor Philip Lowe is clearly not interested in a co-dependent relationship with government.
- Updated
- Opinion
- Hong Kong protests
Sydney's never-ending Hong Kong fantasy
Even if obvious impediments were somehow overcome, the idea of Sydney becoming a new Hong Kong is inherently flawed.
- Opinion
- Ethical investing
Fink shows that ESG does no harm to BlackRock's bottom line
Companies around the world may be struggling with a coronavirus-induced revenue collapse, but BlackRock is not backpedalling on its commitment to ESG principles.
- Exclusive
- Big four
McFarlane warns red tape could choke off recovery
Westpac's new chairman, John McFarlane, is wary that regulations are making it 'genuinely difficult for banks to lend now'.
- Exclusive
- Big four
'You're only as good as your last failure': John McFarlane unplugged
Don't be fooled by the easy charm. Westpac's new guitar-playing chairman, John McFarlane, has very firm views on the right way forward for the country's banking industry.
