Member Relationship Manager - Stock Doctor
Head of Research
For decades, Australia’s major banks have been the cornerstone of reliable income portfolios — prized for their stability, strong balance sheets, and consistent dividends.
But as the economic cycle turns, that reliability is being tested. With interest rates now declining, net interest margins tightening, and competition intensifying across loans and deposits, the tailwinds of the past few years are fading.
At the same time, unemployment has risen to 4.5%, a sign that bad debts may start to climb, further pressuring the sector’s profitability and dividend payout capacity.
So, which banks are equipped to sustain — or even grow — their dividends in 2026 and beyond?
And how can income investors position their portfolios for security and stability amid shifting market dynamics?
Join us for Stock Doctor’s exclusive November webinar, where we’ll unpack the latest bank reporting season and reveal which companies remain best placed to deliver dependable income in a changing rate environment.
What you’ll learn
✔️ Which banks offer the most sustainable and attractive dividend yields
✔️ The quantitative signals Stock Doctor uses to assess dividend sustainability
✔️ Why income investors must look beyond the headline yield to avoid yield traps
✔️ How investors can also identify high quality growth stocks and evade perennial underperformers
✔️ How to position your portfolio for steady growth and income in a changing rate environment
Member Relationship Manager - Stock Doctor
Head of Research
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.