Morningstar Investor users sign in here.
TOPIC

BIG FOUR News & Analysis

ANZ Group and Suncorp: Deal nearly done
Stocks
ANZ Group and Suncorp: Deal nearly done
Our view of the potential acquisition of Suncorp’s banking arm by ANZ.
Nathan Zaia | 20 February 2024
Bank results: the winners and losers
Video
Bank results: the winners and losers
Morningstar analyst Nathan Zaia explains how the banks did and what the future holds.
James Gruber | 26 November 2023
Can ANZ’s “strategic win” sustain margin pressure?
Stocks
Can ANZ’s “strategic win” sustain margin pressure?
The bank has lifted home loan growth above its peers but has this come at a cost to its margins and dividend growth.
Christine St Anne | 14 November 2023
Has Westpac turned a corner?
Stocks
Has Westpac turned a corner?
Morningstar's Senior Banking Analyst Nathan Zaia has a different view on Westpac than many investors. 
Nathan Zaia | 31 July 2023
Have profits peaked for the Big Four Banks?
Stocks
Have profits peaked for the Big Four Banks?
Investors may need to brace for some 'downward trajectory' in the coming quarters. But which of the big four banks is best placed to ride out the...
Joshua Peach | 08 May 2023
Are banks a play on inflation or a recession risk?
Stocks
Are banks a play on inflation or a recession risk?
Two of the majors have reported solid margins in their fiscal results off the back of rising interest rates but at the same time, the sector is...
Christine St Anne | 14 November 2022
How to invest your money as rates rise
Personal Finance
How to invest your money as rates rise
Four tips for tweaking your portfolio in response to rising interest rates.
Susan Dziubinski | 19 July 2022
Farewell cheap loans, hello big four profits? Editor's note
Stocks
Farewell cheap loans, hello big four profits? Editor's note
Rising interest rates signal that margin squeeze could finally be coming to at end for Australia's big four banks.
Emma Rapaport | 06 May 2022
AGL at odds with RBA, Big Four banks report: What we learned this week
Markets
AGL at odds with RBA, Big Four banks report: What we learned this week
Hamish Douglass and Sydney Airport bid markets au revoir.
Lewis Jackson | 11 February 2022
Big bank profit margin tipped to widen alongside higher rates
Stocks
Big bank profit margin tipped to widen alongside higher rates
Higher bond yields should be beneficial for bank profits.
Nicki Bourlioufas | 25 October 2021