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Our take on the latest investment themes

View [Australian house prices set for a boost] AustralianHousePricesAbstract

Australian house prices set for a boost

by Matthew Davison

The impact of low cash rates, and the loosening of mortgage lending guidance has started to show up in house price data. My analysis of bank credit supply and demand suggests that the upward trend in house prices is set to continue.

4 October 2019
View [Lessons from the rise of UK digital banks] RiseofDigitalBanksAbstract5

Lessons from the rise of UK digital banks

by Matthew Davison

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 [Royal Commission Report puts governance in the spotlight] AusAsianBankingAbstract1

Royal Commission Report puts governance in the spotlight

by Matthew Davison

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the governance failings aired during the hearings gives us plenty to learn for the future, and also long-term opportunities.

1 April 2019
View [Weathering the earnings growth storm] Weathering the Australian storm

Weathering the earnings growth storm

by Matthew Davison

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