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Budget 2017: Are Australia’s banks on the road to nationalisation?
Andrew Papageorgiou of Realm Investments, which invests in major bank debt believes that the extension of the ACCC mandate, along with other changes means “regulatory risk for the sector has never been higher”. Read more
Realm Investment House says rising house prices are spurring risky borrowing (AFR)
Realm Investment House quoted on how overzealous borrowing spurred by inflated property prices is posing the biggest threat to the Australian financial system. Read more
Banks Win Investors Lose as APRA Caps Bite
Realm quoted in the Australian Financial Review on the impact of APRA measures on housing system risk. Read more
Hybrid game theory: fresh deals or rollovers?
Realm Investment House’s Andrew Papageorgiou says ASX bank hybrids are currently “fair to moderately dearly priced”. He argues that a new major bank hybrid with a five-year call should be priced at 4.25 per cent above bank bills, or a bit wider than current listed market levels, to compensate investors with “attractive” economics. Read more
Bank hybrids deliver double-digit returns for bargain hunters
Realm in the Media with Andrew Papageorgiou commenting on Bank hybrids deliver double-digit returns for bargain hunters. Read more
Realm Investment House builds model to measure Australia’s financial risk
Appearing in the Australian Financial Review, Realm Investment House builds model to measure Australia’s financial risk. Read more
Love of Stocks Sees $1.5 Trillion Aussie Pensions Miss Bond Gain (Bloomberg)
Realm Investment House CO-Founder Andrew Papageorgiou quoted on the habits of Australian retail investors. Read more
Aussie bonds hit all-time highs (Australian Financial Review)
Realm Investment House Co-Founder Andrew Papageorgiou quoted on the market impact of strong Government Bond performance. Read more
Banks look offshore for hybrid raising after ATO ruling
Realm is quoted in the Australian Financial Review as Banks look offshore for hybrid raising after ATO ruling. Read more
Suncorp Mortgage Bond Failure Response
Realm responds to claims a Suncorp Mortgage Bond has gone ‘bust’. Read more
Andrew Papageorgiou explains how limiting franking credits can change investors’ mindsets (AFR)
Andrew Papageorgiou explains how limiting franking credits can change investors’ mindsets (AFR) Read more
U.S. Private Equity Muscles In on Australia’s Home-Loan Market
Andrew Papageorgiou speaks to changes in the non-bank sector within the Australian mortgage market. Read more
Labor’s imputation plan sparks bank hybrid questions (AFR)
Andrew Papageorgiou speaks to the AFR on Labor’s proposed changes to dividend franking credits, and the effect on the bank hybrid market. Read more