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Bank Stocks

Why is the ANZ placement from 2015 such a big deal?

In this article, we seek to answer the question of why the ANZ placement from 2015 such a big deal 8 years on. What was the ANZ placement? In August 2015, then CEO of ANZ Bank Mike Smith told investors that,' The recent capital raising has allowed ANZ to deal with known regulatory change, such as…

ByNick SundichOctober 25, 2023

Is it time to get back into regional bank stocks again after the 2023 crisis?

Is it worth taking a look at regional bank stocks now that the US regional banking crisis is over? We think it isn't. Even though that crisis is over, we don't think regional bank stocks were that compelling to begin with. They are bearing a worse brunt from the mortgage wars than their large-cap peers and…

ByNick SundichSeptember 7, 2023

Which Big Bank stock will win the mortgage wars?

The average home owner paying down a home loan would think the term 'mortgage wars' would allude to their struggle to keep up with repayments. But it is actually a thing amongst big bank stocks. Yes, banks are seeing the average loan going from 2% to 6% but they obviously won't reap the benefits if customers…

ByNick SundichAugust 1, 2023

3 stocks to buy when Central Banks are in inflation fighting mode

What stocks to buy when central banks are killing the market vibe? Time was when the de facto European monetary policy was essentially set by the German Central bank, the Bundesbank (BuBa). If German inflation expectations were getting too high in the eyes of the BuBa, it would just increase interest rates with little to…

ByMarc KennisJune 24, 2022