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Showing 11 - 20 of 114 results for "Bank stocks"

Make sure you have cash: Geoff Wilson

KANIKA SOOD  |  WEDNESDAY, 26 SEP 2018
... of an event and WAM Leaders can liquidate all of its portfolio holdings in 90 days. Banking stocks "fairly benign" Bank stocks look "fairly benign" even though regulatory costs are going up, a WAM portfolio manager said. The manager said from speaking ...

Outlook darkens for bank stocks

KANIKA SOOD  |  THURSDAY, 31 MAY 2018
Major bank stocks could tumble up to 40% if the correction in the housing market gets more disorderly, UBS analysts led by Jonathan Mott said in a research note dated May 30. However, this "credit crunch" is not yet UBS' base case, even though it ...

InvestSMART to launch active ETF

ALEX BURKE  |  MONDAY, 7 MAY 2018
... undervalued companies, which is why the portfolio is underweight Australian banks. InvestSMART believes the majority of bank stocks are overvalued "and in the current environment, risks in the sector are also on the increase." The fund will have fees ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... clients in the dark Royal Commission can only mean more red tape: Poll Royal Commission presents clear downside for bank stocks

Royal Commission bad for super: Switzer

ALEX BURKE, JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... who thought they were hard done by," the media spectacle surrounding the hearings would have deleterious effect on bank stocks. "I know this sounds so gratuitous but our super funds make us accessories before the fact," he said. "We expected great returns ...

Unions lobby super sector to cut big bank, AMP ties

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... in Australian shares. Industry funds alone held about $120 billion and it suggests about $40-50 billion invested in bank stocks comes from these super funds. Supporting this, a 2017 Rainmaker pilot study of portfolio holdings disclosure by super funds ...

Royal Commission presents clear downside for bank stocks

ALEX BURKE  |  MONDAY, 23 APR 2018
... structures are also likely to ultimately affect bank earnings. As a result, the investment case in the medium term for bank stocks as well as AMP looks weak with asymmetric risks to the downside and limited upside."

Zenith finds value in reduced blue chip exposure

ALEX BURKE  |  TUESDAY, 12 JUL 2016
... the market returning 3.4% versus -16.2% for the S&P/ASX 20." "The Blue Chip/Top 20 index is dominated by Australian Bank stocks, and this has been one of the hardest hit segments of the market over the last 12 months."

Higher recession risk creates opportunity in large miners: Lazard

MARK SMITH  |  TUESDAY, 3 MAY 2016
As the valuations of residential property and bank stocks have risen, so too has the risk that they will face a snap-back that could trigger a recession in the Australian economy, according to Lazard Asset Management. "House prices in Australia are ...

Investors can expect "reasonable" year despite gloom

MARK SMITH  |  FRIDAY, 29 JAN 2016
... drop in the housing market would put pressure on bank dividends but maintained that he is a "very relaxed holder of bank stocks." Some commentators have warned of the risk of a dual recession in the US and Australia but Stammer said there's little need ...