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NATHAN ZAIA News & Analysis

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
CBA set to shine amid sector pain
Stocks
CBA set to shine amid sector pain
Despite its profit drop, Australia’s largest lender is growing its loan book, says Morningstar's Nathan Zaia.
Prashant Mehra | 12 August 2020
Cash savings options less enticing than ever
Personal Finance
Cash savings options less enticing than ever
Investors are running out of savings options—but there is room for optimism.  
Nicki Bourlioufas | 11 May 2020
Corona crisis threatens big four dividends
Video
Corona crisis threatens big four dividends
The short-term may be scary but the major banks' long-term outlook will withstand the shock, says Morningstar's Nathan Zaia.
Glenn Freeman | 08 April 2020
Insurers' earnings withstand bushfire threat for now
Stocks
Insurers' earnings withstand bushfire threat for now
Bushfire claims have eaten into IAG and Suncorp’s natural hazard allowance but reinsurance provisions protect their earnings for now, writes...
Nathan Zaia | 17 January 2020
Earnings bright side for Westpac
Video
Earnings bright side for Westpac
Westpac has endured one of the most torrid weeks in its 200-year history but there's an upside, says Morningstar banking analyst Nathan Zaia.
Lex Hall | 28 November 2019
Latitude IPO fails for second time
Stocks
Latitude IPO fails for second time
The market would have eventually seen through the hype of the float of consumer finance company Latitude Financial Group, says Morningstar analyst...
Lex Hall | 16 October 2019
Weighing up the Latitude IPO
Video
Weighing up the Latitude IPO
High leverage and exposure to lower credit quality are among the reasons why Morningstar analyst Nathan Zaia recommends investors sidestep the...
Lex Hall | 09 October 2019
CBA shareholders having nothing to fear from neobanks, says Morningstar
Stocks
CBA shareholders having nothing to fear from neobanks, says Morningstar
Online “neobanks” have been touted as a disruptive force in the banking landscape, but traditional lenders can keep them at bay, says...
Emma Rapaport | 25 September 2019