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Upbeat earnings mood punctuated by the misses
Warnings market optimism is running too high after the election of Donald Trump and China's stimulus buzz.
Vesna covers markets from our Sydney newsroom.
Warnings market optimism is running too high after the election of Donald Trump and China's stimulus buzz.
Carbon is now a factor risk just like interest rates and foreign exchange, says Hamish Douglass.
Magellan posts a 20 per cent fall in half-year profit as performance fees dry up.
Hunter Hall International has beat the market this year and only shed $9m under management after Peter Hall's exit.
Stuart McAuliffe wants up to 20pc of Hunter Hall, which "is a business where you need to put your money where your mouth is," he says.
British historian Niall Ferguson says Donald Trump's manual on deal-making suggests "we won't end up in a protracted trade war - we will mor...
Pinnacle is now in the box seat to secure Peter Hall's shares with a $2 a share offer, 25 per cent higher than Soul Patts' pitch.
Henderson has confirmed that its massive merger with Janus is going ahead and will be completed by May.
One group of stocks stands out as the most at-risk this earnings season.
Wilson Asset Management's plan to roll the board of HHV faces a hurdle with confirmation of Soul Patts' buying.
The best earnings season in three years will be underpinned by growth in resources companies.
The fund manager from Microequities Asset Management has returned investors 26 per cent a year for eight years after fees.
The probability the RBA raises interest rates in November is "somewhere in the 40s and rising" according to Goldman Sachs.
Glenn Burge, Emma Davidson and Kym Evans named as Wilson Asset Management's nominees.
Peter Hall still owns 24 per cent on the fund manager after resigning in December.
One of the biggest risks to markets is if the US Federal Reserve raises interest rates too quickly to counter runaway inflation.
A new shareholder at Hunter Hall is bullish on its prospects, but the extent of his ambition is unclear.
Wilson Asset Management goes for the jugular as an extraordinary general meeting looms.
The ethical investment house is figuring out what life looks like after emerging from the shadow of its founder.
The Dow's record-setting 20,000 points has investors weighing Trump's pro-business agenda against threats of trade protection.
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