03 Apr 2023
Andrew Cornell
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Managing Editor, bluenotes
From tech-bros in Silicon Valley to vignerons of the Napa Valley, the great furling of easy cash is claiming surprising victims. Tighter credit conditions, weaker banks and economies are entwined.
28 Mar 2023
Gene Tunny
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Director Adept Economics
Queensland has a great opportunity to accelerate its very strong economic growth. Download the full Queensland: Future state report by Adept Economics.
20 Jan 2023
Lakshman Anantakrishnan
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Head of Investment Strategy, Private Banking & Advice, ANZ
There’s likely to be no shortage of challenges for the global economy and markets in 2023. But those challenges should bring opportunities for patient investors who know where to look.
19 Oct 2022
Kevin Corbally
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Chief Risk Officer, ANZ
Kevin Corbally, ANZ’s Chief Risk Officer, discusses the current risk climate in Australia and globally in this bluenotes podcast.
25 Aug 2022
Brett Foley
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bluenotes contributor
Inflation and conflict have roiled commodity markets. What does it mean for investors? ANZ’s commodities strategist Daniel Hynes explains.
13 Nov 2018
Mark Rider & Shane Lee
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Chief Investment Officer & Asset Allocation Strategist at ANZ
Complications mean the implications of this result will be felt well into the long term.
12 Jun 2018
Mark Rider
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Chief Investment Officer, ANZ Wealth
ANZ Wealth’s CIO looks at predictions for a volatile market this quarter.
22 Mar 2018
Shane White
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Content Manager - Institutional, ANZ
Australia’s syndicated loan market will keep expanding – with non-banks a key driver.
05 Mar 2018
Shane White
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Content Manager - Institutional, ANZ
Telstra Group treasurer says flow of liquidity out of Asia into $A bonds will likely continue.
08 Feb 2018
Mark Rider
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Chief Investment Officer, ANZ Wealth
Crashes aside, don’t expect a repeat of the double-digit market returns of 2017.
17 Jan 2018
Anshul Sidher
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Head of Markets Trading and Product, ANZ
China’s strategic currency goals are no secret – and other ASEAN nations stand to benefit.
13 Dec 2017
Trends which have driven record-breaking growth in $US bonds in the region are set to continue into 2018.
08 Dec 2017
Richard Yetsenga
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Chief Economist, ANZ
Growth has strengthened in 2017 but we expect some moderation throughout the New Year.
28 Nov 2017
Mark Rider
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Chief Investment Officer, ANZ Wealth
Australian shares continue to underperform and company earnings may be to blame.
02 Oct 2017
Richard Yetsenga
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Chief Economist, ANZ
A brief glance at the key points for markets and the global economy in calendar Q4.
14 Sep 2017
Mark Rider
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Chief Investment Officer, ANZ Wealth
It’s been 10 years since the GFC and the strength in markets endures. But for how long?
11 Sep 2017
Tom Kenny
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Senior International Economist, ANZ
Conditions remain accommodative as markets keep calm despite geopolitical uncertainty.
31 Aug 2017
Darren Thomson
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bluenotes contributor
A panel of expert issuers and investors chat about the outlook and the trend of responsible issuance.
01 Aug 2017
Jennifer Farmer
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bluenotes production editor
A growing body of data suggest the stereotype around women and investment is out of date.
06 Jul 2017
Khoon Goh
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Head of Asia Research, ANZ
Twenty years on from the Asian Financial Crisis the saga still leaves scars.
18 May 2017
Raymond Yeung, David Qu & Betty Rui Wang
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ANZ Economists
China takes another significant step toward liberalising its financial system.
30 Mar 2017
Darren Thomson
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bluenotes contributor
A demand for increased duration, diversification and the rise of Asian liquidity are the biggest factors facing Australia’s capital markets sector as we head into the middle of 2017, according to the co-heads of capital markets at ANZ.
28 Jun 2016
Zilla Efrat
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Freelance journalist
The Asia-Pacific is growing old. Fast. But it is also a ‘silver mine’ worth prospecting by a wide range of companies.
22 Feb 2016
Clyde Russell & Paul Bartholomew
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Asia Commodities and Energy Columnist, Thomson Reuters & Senior Managing Editor, Platts
Iron ore, such a significant part of the Asia's Pacific's economy, has rallied over 20 per cent since December lows. So has it really turned the corner? We present insights from two of the region's most-respected experts.
12 Feb 2016
Tania Chapman
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Chair, Citrus Australia
Australian food is high quality but with quality comes heightened production and exportation costs. Indeed, Australia has some of the highest costs of production anywhere in the world - but you get what you pay for.
23 Nov 2015
Nicola Watkinson
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Minister Commercial and Senior Trade & Investment Commissioner South Asia, Austrade
In my role as Senior Trade Commissioner, South Asia with Austrade, I'm often asked for tips on working in the region and my answer is always the same: know the place. Get your feet on the ground. Be prepared to come to India. Come a lot.
18 Nov 2015
Roland Randall
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Associate Director Loans & Specialised Finance ANZ
Putting aside all the uncertainties, the newly minted Trans-Pacific Partnership's impact on global supply chains will be more incremental than dramatic. But there will be a global supply chain reorganisation and some sectors will feel it more than others.
19 Aug 2015
Geoff Culbert
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President and CEO, GE ANZ
Only 13 per cent of the population in Papua New Guinea (PNG) has access to reliable power. The PNG government's plan would see this rise to 70 per cent by 2030 - something that requires a tripling of electricity supply over the next 15 years.
18 Aug 2015
Andrew Cornell
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Managing Editor, bluenotes
Barely had anxieties over a collapse on Chinese share markets began to ease and stress levels were heightened again with the formal intervention to lower the RMB, followed by a market sell-off.
31 Jul 2015
Kevin Plumberg
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Senior Editor at The Economist Intelligence Unit
There's a big shift in inter-regional investment on the horizon in Asia. Economic relationships between regional neighbours are poised to become even stronger but remarkably different in the years ahead driven by increased private-sector activity.
15 Jul 2015
Oliver Yates
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CEO, Clean Energy Finance Corporation
Australian energy is slowly going green. More than 30 new renewable energy plants will begin operating across Australia within the next five years and Australia's fast-growing green bond market – and thousands of superannuants – are likely to be behind the investment helping to build this new capacity.
09 Jul 2015
Li-Gang Liu
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Former Chief Economist Greater China, ANZ
Investor confidence is tumbling in China and with it the county’s share prices driven by what has been in our view a rapid deleveraging process. The saga, which has seen billions of yuan wiped off the market, provides participants and regulators with an invaluable lesson on risk and rational investing.
08 Jul 2015
Andrew Geczy
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Former CEO International and Institutional Banking, ANZ
The ambitious Trans Pacific-Partnership (TPP) is a step closer after Barack Obama secured US House of Representatives approval for the Trade Adjustment Assistance legislation which offers aid and training to US workers impacted by the trade deal.
01 Jun 2015
Jose Blanco
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Former Chief Executive, Banco Santander Australia
It seemed to take many by surprise during the recent fracas over iron ore pricing that China was negotiating directly with Brazilian iron ore giant Vale to build alternative supply. It shouldn't have. For a country like Australia which rightly sees itself as a part of the Asian century, the lack of insight around Latin America's role is a critical oversight.
27 Jan 2015
Andrew Cornell
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Managing Editor, bluenotes
Ratings agency Moody’s Investors Service noted investment-grade 10 year corporate bond yields had, on hitting 4.42 per cent last week, reached their lowest level since 1957. Yields on the global benchmark US 30 year Treasury bonds are also at historic lows.
22 Dec 2014
Stewart Brentnall
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ANZ Chief Investment Officer
It has been a mixed, sometimes volatile year for the global economy. The good news is ANZ expects 2015 to offer moderate gains in financial markets – albeit with increased volatility - as global economic growth grinds up a gear.
21 Nov 2014
Warren Hogan
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Former Chief Economist, ANZ
ANZ’s chief economist Warren Hogan, in an overview of key concerns facing the Australian economy, looks at housing bubbles, the fall of the Australian dollar, interest rates and the China issue.
09 Oct 2014
Paul McNamee
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Grand Slam winner and noted sports administrator
There I was, last September, travelling at 320kph on a very fast train from Beijing to Suzhou somewhere in the bosom of China, enjoying the in-seat video TV, complimentary meal and tea served with barely a ripple given the smoothness of the ride. It was all very impressive.
26 Sep 2014
ANZ Research
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The Reserve Bank of Australia ramped up its rhetoric about the housing market this week and flagged the likely introduction of targeted macroprudential measures.
23 Sep 2014
Andrew Cornell
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Managing Editor, bluenotes
ANZ CEO Mike Smith has defended the health of the Chinese property market, and warned against extrapolating small amounts of regional data and applying it across the country.
09 Sep 2014
Mark Whelan
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Group Executive Institutional, ANZ
One theme dominated ANZ’s Opportunity Asia lunch last week in Melbourne, co-hosted with The Australian Financial Review. That theme was: is now the best time to expand in Asia?
08 Sep 2014
Alberto Colla
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Corporate Partner, Minter Ellison Melbourne
Activist shareholders are a permanent force in security markets today, but their motives and strategies are not always identical. But there are three areas on which institutional shareholders and dedicated engagement funds are most likely to focus their activist activities in the current financial year.
29 Aug 2014
ANZ Research
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The handover of growth from mining to other areas of the Australian economy looks on track with this week’s CAPEX report providing more good news on this front.
19 Aug 2014
Andrew Cornell
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Managing Editor, bluenotes
The tale of the bank profit results and trading updates so far is retail banking is very healthy, business banking promises better but is yet to deliver and the credit cycle, almost incredibly, continues to defy sceptics.
08 Aug 2014
Glenn Maguire
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Former Chief Economist South Asia, ASEAN & Pacific, ANZ
India is on track to rival China as the largest economy in the world in 2075 in real terms - if it can overcome some key hurdles.
31 Jul 2014
Warren Hogan & Savita Singh
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Former Chief Economist & Bonds Rates Trader, ANZ
Consumer confidence rose a further 2.4 per cent to 116.2 in the week ending 27th July and has now completely retraced the sharp deterioration seen in the weeks around the Commonwealth budget. This suggests the ‘sticker shock’ from the budget was temporary, with the improvement in house prices and employment and recent signs of a pick-up in activity in the global economy likely supporting confidence at long-run average levels.
15 Jul 2014
Graham Hodges
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Deputy Chief Executive Officer & Acting Chief Financial Officer ANZ
Meeting investors, both debt and equity, on our recent roadshows through Europe and North America, there was a clear concern valuations had moved ahead of earnings. That of course leaves valuations vulnerable to unexpected events and what is particularly significant at this point in time is both positive and negative surprises could be a shock to the system.
07 Apr 2014
Mike Smith
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Former Chief Executive Officer, ANZ
Based as I am in Australia, I’m well used to heading to bed as European markets open and waking up – sometimes suddenly – to surprising news from the US. Even during my frequent visits to Asia, financial markets seem to be set in the dead of night. And it’s been that way for all of the 35 years that I have been working in the region.
19 Mar 2014
ANZ Research
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The modernisation of China's food industry
13 Mar 2014
Audience Poll
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Delegates to ANZ’s 2014 Central Bank and Sovereign Wealth Conference in March were asked about the major market wild cards for the year ahead. The Chinese financial crisis was the single biggest issue keeping people up at night.
13 Mar 2014
Tania Motton
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ANZ General Manager, Business Banking Australia
China’s sprawling “wet” markets dominate the sales of fresh produce – but they are not where the opportunity for primary producers lay. Growing wealth is sending Chinese shoppers to supermarkets. Packaging, distribution and marketing are critical challenges if Australian and New Zealand companies want to grow their role in “feeding the dragon”. As a China-Australia Free Trade Agreement becomes more likely, new strategies are required.
13 Mar 2014
David Hisco
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Former CEO New Zealand, ANZ