Today
- Opinion
- Opinion
The ASX is poised for a bullish breakout
The conditions look ideal for this bull market to run harder, with the Dow Jones at a record high, leading bankers reporting positive sentiment among business customers, and households primed to spend record savings.
- Tony Boyd
- Opinion
- Opinion
Lessons remain for quant genius who helped expose Madoff
Dan diBartolomeo helped prove Bernie Madoff was a fraud. He says the collapse of Archegos Capital shows professionals still fall for things too good to be true.
- James Thomson
- Opinion
- Opinion
Ties that bind: inside Woolworths’ big drinks demerger
Numerous partnership deals will underpin Endeavour Group’s demerger from Woolworths. But culture will be crucial to the two working together in the future.
- James Thomson
Yesterday
- Opinion
- Opinion
Virgin Money gets its act together
Virgin Money has finally emerged from its cocoon at Bank of Queensland with a market-leading banking platform and a product suite to rival most major banks.
- Tony Boyd
- Opinion
- Opinion
Coinbase may be too profitable for its own good
Coinbase’s sharemarket debut, which is thought to have netted Westpac-backed Reinventure $500 million, is a big moment in many ways. But investors need to be aware its fat profit margins will make it a target.
- Updated
- James Thomson
- Opinion
- Opinion
BoQ’s mortgage focus is working
George Frazis timed his move to BoQ perfectly: the stock has re-rated significantly since he joined and the bank has just announced its third successive increase in half-year earnings.
- Tony Boyd
- Opinion
- Opinion
Entrepreneurs flock to telco sector
Entrepreneurs who emerged from the deregulated telco sector are a tribute to competition, creativity, healthy capital markets and two slow-moving incumbents.
- Tony Boyd
This Month
- Opinion
- Opinion
SG Fleet’s $387m deal raises speculation of further consolidation
The strong financial market environment amid the COVID-19 recovery was one of the stars that aligned to make the LeasePlan buy possible.
- James Thomson
- Opinion
- Opinion
Why the market euphoria should make you nervous
Consumers, businesses and fund managers are as optimistic as they’ve been in years. But even big investors say we’re in the late stages of an old bull market.
- James Thomson
- Opinion
- Gender equality
Barrenjoey hits back at ‘boys’ club’ accusations
The long-standing gender problem in investment banking is back in the spotlight, thanks to a hiring spree by Barrenjoey Capital Partners, but the company says it’s leading the way in diversity.
- Tony Boyd
- Opinion
- Opinion
Zip might need a new home, and a new name
Zip’s US subsidiary Quadpay will soon dwarf its local business. Would a new home on a US sharemarket help lift its valuation?
- James Thomson
- Opinion
- Opinion
Blackstone to Crown: money or the box
By offering to take on more of the regulatory risk surrounding the casino operator, Blackstone has given the board something to chew on. But price remains a sticking point.
- James Thomson
- Opinion
- Opinion
Cleanaway consolation prize may be better for investors
Suez and Veolia’s merger has scuppered the waste management company’s purchase of Suez’s Australian assets for $2.5 billion. But a clever consolation deal might be just as good.
- James Thomson
- Opinion
- Opinion
Renaissance of the value fundies
Value fund managers who stuck to their investment process during the tough years leading into the pandemic have been vindicated with the release of strong March quarter performance figures.
- Tony Boyd
- Opinion
- Opinion
Culture, curiosity, gossip columns: new AusPost chief’s long rise
Paul Graham is a supply chain sector lifer who faces the tough challenge of managing surging demand with rising consumer expectations.
- James Thomson
- Opinion
- Opinion
RBA study exposes super flaws
Superannuation funds have effective liquidity management practices, according to a Reserve Bank study of the impact of COVID-19, but that doesn’t mean there aren’t serious weaknesses in the retirement savings system.
- Tony Boyd
- Opinion
- Opinion
Pepper sees growth where banks won’t go
The boss of non-bank lender and IPO prospect Pepper Group says emotion is helping to drive the hot housing market.
- James Thomson
- Opinion
- Opinion
China’s African iron ore strategy spells danger for Australia
The Simandou iron ore deposit in West Africa has the potential to change the dynamics of the global iron ore market and put China in the driver’s seat.
- Tony Boyd
- Opinion
- Opinion
Frothy markets fading? Yearling sales say neigh
The bumper results at the Inglis Easter yearling sales suggests the bull market in baby horses rolls on. But how long can the hot streak last?
- James Thomson
- Opinion
- Leadership lessons
Why Jeff Immelt could never fix GE
Few companies have had more impact on industrial development in the United States than General Electric. Now, one of its former CEOs is coming clean about its $150 billion collapse in value.
- Tony Boyd
