Australia Diversified Income Insights

View [Lessons from the rise of UK digital banks] RiseofDigitalBanksAbstract5

Lessons from the rise of UK digital banks

Matthew Davison, senior research analyst for Martin Currie Australia, reports back from his UK research trip that despite the tough banking market conditions, it’s not all doom and gloom for banks.

31 July 2019
View [Budget surplus to drive consumption] Abstact2

Budget surplus to drive consumption

Wage growth and tax cuts are a significant driver of household expenditure, and bracket creep provides a good basis to fund tax relief and repair consumption.

29 March 2019
View [Australian reporting season wrap 2019] Australian Reporting Season 2019

Australian reporting season wrap 2019

While company fundamentals are largely intact, this season, profit results have been clouded by the negative sentiment on politics, financial conditions and house prices. Increasing investment requirements have also reduced both company and consensus growth outlooks.

Active Viewpoint 19 March 2019
View [5G closing gap on fixed line broadband] 5G is coming, and closing the gap on fixed-line broadband

5G closing gap on fixed line broadband

It’s regarded as the future of mobile, but a recent research trip to the US drove home that 5G is also going to be one of the biggest themes this year.

4 February 2019
View [Australia outlook 2019] MC Australia 2019 Outlook

Australia outlook 2019

As 2019 develops, the key issue for the Australian market is the sustainability of world profit growth.

Video 29 January 2019
View [Searching for USA's "R star"] Unobservable neutral real rate of interest

Searching for USA's "R star"

‘R-star’ is the biggest issue for financial markets right now, more important than trade wars and diverging major economy growth.

3 December 2018
View [Weathering the earnings growth storm] Weathering the Australian storm

Weathering the earnings growth storm

Australian banks continue to endure many headwinds, some self-inflicted. Yet, the businesses manage to preserve a healthy level of cash flow generation.

3 December 2018
View [Six ways to assess if a board is competent and on our side] Six ways to assess if a board is competent and on our side

Six ways to assess if a board is competent and on our side

While governance quality is a hot topic of late, we see it is one of the longest-term dynamics between markets, management and a company’s fortunes. It is critical to a stock’s performance in the long term.

Active Viewpoint 29 November 2018