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Hugh Dive

Bank reporting season: which ones get the gold stars?

The banks have reported results and it's a mixed picture of reduced margins from increased deposit competition, yet low bad debts and healthy capital positions. Here's a look at which banks stood out and which ones didn't.

The accounting tricks that ASX companies play

It's ASX reporting season and sometimes all isn't what it seems in a company's financial accounts. Here's a guide on what to look out for when analysing financial statements to help you spot potential red flags.

Bank reporting season: the good, the bad and the ugly

The May reporting season showed that Australia's banks are in good shape and face a better outlook than many sectors of the Australian market, despite rising interest rates. Patience should reward shareholders.

Bank reporting season scorecard

All the major banks have reported their results. With Covid largely behind us, low unemployment and minimal bad debts, they've largely had a good time of it. Here's a look at the major themes and what's to come.

Rising interest rates and the impact on banks

One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?

Bank reporting season scorecard May 2022

A key feature of the May results for the banking sector was profits trending back to pre-Covid-19 levels, thanks to lower than expected unemployment and the growth in house prices.

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A nation of landlords and fund managers

Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail. Can they continue to grow at current rates, and if so, what are the implications for the economy, work and markets?

Economy

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Retirement

Retiring debt-free may not be the best strategy

Retiring with debt may have advantages. Maintaining a mortgage on the family home can provide a line of credit in retirement for flexibility, extra income, and a DIY reverse mortgage strategy.

Shares

Why the ASX is losing Its best companies

The ASX is shrinking not by accident, but by design. A governance model that rewards detachment over ownership is driving capital into private hands and weakening public markets.

Investment strategies

3 reasons the party in big tech stocks may be over

The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.

Investment strategies

Resilience is the new alpha

Trade is now a strategic weapon, reshaping the investment landscape. In this environment, resilient companies - those capable of absorbing shocks and defending margins - are best positioned to outperform.

Shares

The DNA of long-term compounding machines

The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.

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