Macquarie Bank

The bank is promising a simpler tech platform, lower risk and Suncorp acquisition benefits — but with margins tight, costs rising and competition fierce, will a new story help?

CEO Shemara Wikramanayake tells Capital Brief why she's optimistic about the future of Macquarie's US investments, no matter who wins next week's election.

Private credit is booming in part because banks are pulling out of lending to riskier sectors. But the big lenders are still clipping the ticket on the surging asset class.

The major banks make consistent profits and pay solid dividends, but they seem unjustifiably expensive. Competitors are looming and winning share but their share prices are not for the faint-hearted.

The predicted cost benefits from artificial learning are overstated, according to Macquarie analysts, while regulators are also adding notes of caution to the most ambitious plans.

The millionaire factory's trading update showed it will keep the pressure on margins, with the focus now shifting to Commonwealth Bank and Bendigo Bank results — and the ongoing strength of bank shares.

Andrew Irvine took over NAB at a high point for the lender. But now things are slowing a strategic review will guide how much his predecessor's strategy needs to be "evolved".

Private debt, often funded by family offices, is rapidly growing and crucial in supporting property development in a tough market. Even big banks are supportive.

Carlos Cacho's departure follows a string of resignations by Jarden executives in recent weeks.

Small business is increasingly polarised between those struggling with costs and slow growth and those thriving and investing. For good credits, banks have sharp pencils.

ECP Asset Management's Jared Pohl and Sam Byrnes are long term investors. But their growth oriented philosophy supports backing buy now, pay later stocks as well as Macquarie - and maybe even Guzman y Gomez.

Nearly two-thirds of new home loans come via mortgage brokers. The economics stack up, just not for bank margins.

Bull runs are by nature quixotic and the current one in bank stocks has no visible means of support. A very predictable earnings season has added little to the story.

Australia's banks are solid, with the economy resilient, bad debts under control and margin pressure easing. But investors are increasingly asking how these unexciting fundamentals support over-valued shares.

Macquarie isn't backing away from its expansive bet on financing the energy transition despite a big profit hit and signs that investors may be losing patience.

The bank's commitment to climate solutions remains intact despite a slowdown in the selling of green assets hitting its full-year result.

The first investment of Macquarie's latest renewable energy fund is a key step in the bank's complicated strategy to make its asset management business a green investment powerhouse.

Over the last six months, ANZ, CBA and NAB have all pulled back in various ways from Asia. But in the case of ANZ - and Macquarie - it’s less a story of retreat from the region than of expansion.

ANZ and Macquarie provided little new on bank earnings but all eyes will be on Commonwealth Bank for any slips in its high-wire act.

Macquarie's renewables-focused Green Investment Group has made extensive staff cuts over the last year as the clean energy industry takes a macroeconomic hit.

Intense competition for mortgages and deposits crunched big bank margins in the second half of 2023 but investors are happier now as competition backs off.

The market for bank stocks has settled as investors and analysts finish digesting the fine print of their results. And they're not expecting a rewarding 2024.

The banks have too much capital and not enough to do with it. The sector is clearly ex-growth and went downhill into the second half. So where now?

Macquarie and Ares have been mentioned as potential buyers for Australian private credit assets UBS assumed as part of its Credit Suisse acquisition.

Shemara Wikramanayake tells Capital Brief she isn't worried about the backlash against woke capitalism and sees green opportunities ahead.

Physical currency seems inevitably on the path to extinction as digital payments and crypto currencies rise. But what exactly do we expect from "money"?

For the better part of three decades, the big banks have been mainstays of balanced portfolios. But their stress-free status is now being seriously challenged.