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    11 May 2023

    The big four banks have reported strong profits this season on the back of interest rate hikes. However, mounting pressures on net interest margins and increased competition are squeezing bank profits, signaling an end to the good times for Australian banks.

    In this Reporting Season Bank Special, our Head of Australian Equities, Brad Potter, discusses the major headwinds affecting the sector and his outlook for the coming six months.

    11 May 2023
    Why conditions are ripe for a massive snapback to value.

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    The blue sky for rare earths now a bit cloudier.

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    Australian residential construction heading for a significant downturn.

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    Lithium value emerging, focus on critical minerals and has cost inflation plateaued?

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    Uncovering hidden value during February reporting season.

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    Here are our favourite stock picks for 2023.

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