Skip to content

National Australia Bank

ASX:NAB










Negative gearing changes are set to take the wind out of lending momentum at Australia’s biggest banks as investors get cold feet.




As the majors taper their risk appetite, Shemara Wikramanayake says Macquarie is ready to press its advantage in retail banking.




Andrew Irvine says NAB’s cloud foundations can push it past bigger rivals, as its business bank holds ground against CBA’s assault.









After a bumper run, bank valuations look stretched as analysts warn earnings, margins and bad debts may leave little room for further gains.



What first looked like a Commonwealth Bank problem is shaping up as a broader fraud risk tied to broker and referrer channels across the majors.





Police are working with CBA this week as AUSTRAC examines suspected loan fraud and laundering, in a warning shot for bank controls across the sector.



Bendigo and Adelaide Bank is repairing compliance failures and investing $80 million in risk systems, as its digital arm turns profitable and competition intensifies.


The big banks are riding a strong earnings run and a market high. But with valuations stretched, how long can the buzz last?









Australia’s banks head into 2026 with Macquarie in the freshly minted ‘big five’ and the majors battling tech revamps, restructures, talent raids and regulation.


Next page