Oct 6 2026
Financials
Recent Research
Irish banks, Banks monthly – rate expectations
Sep 30 2026
Banks, Structure of savings accounts revealed
Aug 31 2026
Banks, Mortgage approvals continue to increase
Aug 28 2026
FBD Holdings, Continued delivery
Aug 13 2026
Meet your Financials Research team
Banks
Budget 2027 – SIA details revealed and bank levy rolled over
The final details of the savings and investment account (SIA), released today as part of Budget 2027, are broadly in line with expectations and will provide a long-term platform for...
Irish banks
Banks monthly – rate expectations
Money markets are pricing in four additional European Central Bank (ECB) rates rises over the next 12 months, with high levels of volatility since the Iranian/Middle Eastern conflict...
Banks
August mortgage approvals – strong growth continues
August mortgage approvals remained firmly on an upward trajectory, with double-digit growth in both value and volume. First-time buyers (FTBs) continue to underpin market activity....
Banks
Structure of savings accounts revealed
The Savings and Investment Accounts (SIAs) are a welcome move to simplify a highly complex retail investing market. We await details on the finer, quantitative aspects of the scheme....
Banks
Mortgage approvals continue to increase
Recent trends in approvals continued in July, with ongoing increases across main categories. On a 12-month rolling basis, approvals stand at €17.9bn. Re-mortgaging approvals continue to...
Irish banks
Banks monthly – competitive disruption: more noise than threat
We continue to believe that concerns of competitive disruption are overstated. The banking market changed immeasurably when Ulster Bank and KBC, two long-established challengers,...
FBD Holdings
Continued delivery
Since the outset of its current strategy, FBD has delivered across all fronts, growing in its targeted areas and returning very high levels of capital via dividends. This was all achieved...
Banks
Bankinter’s patient plan for Ireland
Bankinter has gained a good foothold in Ireland and is now developing a suite of deposit products to complement, and in time fund, its lending products. It is outlining a patient approach,...
FBD Holdings
Strong results on continued delivery against objectives
FBD has reported a strong outcome for H1 2026, with continued delivery against its strategic objectives. Results are well ahead of expectations, underpinned by ongoing disciplined...
AIB Group
Model update post H1 results
We update our AIB Group (AIBG) forecast model post the H1 results, with no material changes to our earnings outlook. H1 2026 provided reassurance on growth levels and competition, while...
