newsletter
MArket news AND updates
The articles below outlines recent developments in markets relevant to conservative investors. Many articles are an abridged extract from past monthly summaries and other information Amicus provides on a timely basis to its retained clients. The contents of these articles are a reflection of topics where Amicus has specific expertise, experience and knowledge. We hope these articles provide a community service by disseminating relevant information to the investment community and also provides potential clients with a better feel for our approach and the breadth and depth of the services we offer.
Lehman Liquidator Calls for Updated Claimant Details Prior to Payment of Final Dividend
Ahead of the upcoming dividend payment, the Liquidator has asked all creditors to submit their bank account details and verify their claim amounts and dividends
What’s the Best Choice – Safe Custody or Austraclear Proxy?
For most investors, there are two choices if they wish to buy and hold fixed and floating rate securities. They can either join Austraclear as
“Good” and “Bad” Wage Growth – Why the Market is Pricing in more Interest Rate Rises than the RBA
The RBA has frequently argued the short-term path to economic prosperity in the current economic climate is to leave loose monetary conditions in place such
Potential New Funding Options for Fitch Lawsuit
Amicus understands the Liquidators for Lehman Brothers Australia (LBA) is continuing to advance the formulation of its lawsuit against Fitch Ratings and is considering funding
How Omicron will Affect Interest Rates
The new COVID-19 “variant of concern”, Omicron, seems to be far more transmissible but potentially less deadly (although reports on this vary) than its closely
Improved Results for the Major Banks
Australia’s big four banks (the Majors) delivered a much improved performance in their latest financial results as banks are now benefiting from Australia’s economic recovery
Lehman Likely to Pay Dividend in H1 2022
The latest update published on 1 October 2021 from the Liquidator of the Lehman Brothers Australia Estate (LBA) relates to Private Binding Rulings (Rulings) from
Why the Australian Economy May Not Recover as Quickly as Forecast
In our article last month, we forecast a scenario where those states with COVID infections would progressively relax restrictions at 70% and 80% vaccination rates,
Caution with Judo Bank still Warranted for Conservative Investors
Judo Bank recently obtained a rating of BBB-, the lowest investment-grade rating from S&P. S&P had applied a one-notch negative adjustment to reflect risks from
How will Ending Lockdowns Impact the Economy and Interest Rates?
The roadmap out of lockdowns announced by the NSW Government in September will almost certainly help revive that state’s economy. While probably a few weeks
PLease Join our newsletter
No spam ever, your email address will only ever be used to receive Amicus Newsletters