This week we revisit the most over-researched and perhaps over-discussed sector in this nation, namely the financial sector. More specifically I would like to touch upon the short-to-medium term outcomes of recent policy decisions.
This week we would like to revisit the age-old topic of the banks. But not by traditional metrics in the sense of either assessing their stability or balance sheets, we would like to posit an alternative perspective, something that Australian investors don’t think about. This is their place in the Australian economy?
This week we would like to revisit the topic of the Australian banks in the wake of the Royal Commission. It seems that the markets have shrugged off the doom and gloom with bank-bashing relatively out of vogue in the mainstream media. Indeed, CBA has finished, at the time of writing, with its share price back to the pre-Royal Commission days. This brings us to the question, where to from here?
Ron Shamgar, Head of Australian Equities, takes a quick look at the key recommendations, winners and losers to come out of the Royal Commission report that was released early this week. We take a quick (we will keep it brief as we are sure you are being bombarded with similar articles) look at the outcome of the Royal Commission and impact on the different industries and businesses affected.
This week Guy Carson takes a look at the Royal Commission into banking and examines what the impact could be for your bank shares.
This week Robert Swift digs into the recently announced Royal Commission.
Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are travelling and, in some cases, what their outlook is for the year ahead. As a result, February and August become important times for shaping portfolios and generating investment ideas. Whilst every result will be scrutinised, we believe this reporting season there are a number of major questions outstanding for which we will receive further clarification.
This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Bank levy announced in Budget 2017. Will the cost be passed on?
This week Guy Carson takes a look at the Australian banking sector, how it generates profit, how this has operated historically and what the outlook is going forward. Guy argues that the tailwinds aiding bank profitability over the last 25 years may be coming to an end.
Markets are always made up of at least 2 opposing views. This is what makes markets what they are. Trying to come to a price through the discovery of existing and new information and factoring all of this into future cash flow projections is what makes financial markets. That is why the team at TAMIM is passionate about what we do, we love the intellectual pursuit of finding out information that perhaps the market has not yet figured out. We use this knowledge in putting portfolios together. Because we know that different investment methodologies will work in different market environments, we work with a number of managers across a number of investment styles and asset classes, this allows us to always have a solution for the current investment environment.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.