This Month
- Opinion
- Opinion
Three in four insider traders get away with it
Insider trading is an insidious illegal activity that saps investor confidence in free and fair markets. A new study finds it is much worse than prosecutions would suggest.
- Tony Boyd
- Opinion
- Opinion
Investors should Reject back-to-normal narrative
The Reject Shop’s profit downgrade is a warning to investors who believe we are through the fog of the pandemic.
- James Thomson
- Opinion
- Opinion
Wesfarmers CEO proves his worth
Just over three years since Rob Scott took the reins, his track record is best in class. Now all eyes are on how he uses the company’s pristine balance sheet.
- Tony Boyd
- Opinion
- Opinion
The problem with PIMCO’s ‘inflation head-fake’ call
Inflation talk is everywhere and that in itself could help push up the risk of an inflation shock.
- James Thomson
- Opinion
- Opinion
Forget GameStop; AMC’s insane surge sets new meme-stock tests
Shares in movie chain AMC doubled on Wednesday night in a GameStop-like rally. But this time the retail army faces two fascinating tests.
- Updated
- James Thomson
- Opinion
- Opinion
ASIC’s Longo to fix financial advice
In his first public statements after taking over as chairman of the Australian Securities and Investments Commission, Joe Longo nailed his reputation to the cutting of red tape.
- Tony Boyd
- Opinion
- Opinion
Melbourne business needs to know road out
Melbourne business owners are being kept in the dark about the state government’s road out of lockdown. They deserve more.
- James Thomson
- Opinion
- Opinion
Dirty thermal coal is doing an iron ore
Thermal coal is at 10-year highs, having climbed 150 per cent in nine months. That creates a conundrum for investors.
- James Thomson
- Opinion
- Opinion
Why Jeremy Grantham is worried about markets and housing
Notorious bear Jeremy Grantham worries several highly speculative pockets of the market have already peaked and the ‘pessimism termites’ could eat away at broader confidence.
- Updated
- James Thomson
- Opinion
- Opinion
Forgotten investors slam proxy ‘reforms’
Investors believe the government’s move will push up costs and hurt their ability to hold boards accountable. So who are these changes actually saving?
- James Thomson
- Opinion
- Opinion
Chairmen tell of life-changing events
Three of the most influential chairmen in Australian business have gone unplugged at the Australian Shareholders’ Association Investor Conference.
- Tony Boyd
- Opinion
- Opinion
How Macquarie blitzed the mortgage market
Each month when the prudential regulator releases mortgage lending data for individual banks, the first thing competitive bankers do is look at the performance of Macquarie Bank.
- Updated
- Tony Boyd
- Opinion
- Opinion
ASIC’s short-selling warning isn’t about shorts at all
ASIC’s information paper on short selling sets out some reasonable ground rules for all parties. But its key warning is clear: complexity kills.
- Updated
- James Thomson
- Opinion
- Opinion
Thodey’s message to stay the course
David Thodey feels a sense of post-COVID-19 optimism in Australian business. But we’ll need resilience too.
- James Thomson
- Opinion
- Opinion
TransGrid’s $2.28b plan keeps flawed NEM alive
A new interconnector should help the transfer of coal-fired power and renewable energy between NSW and South Australia, but it won’t fix fundamental flaws in the National Electricity Market.
- Tony Boyd
May
- Opinion
- Opinion
Downgrade must deliver change at top of Nuix
There might well be a top technology company inside the Nuix mess, but it’s hard to see it right now. A reset of the group is desperately needed.
- James Thomson
- Opinion
- Opinion
Link wins big with PEXA as KKR’s bid goes pop
A takeover tussle has helped lift the value of electronic property conveyancing titan PEXA by 70 per cent in seven months.
- James Thomson
- Opinion
- Legal industry
The four key areas where Ashurst’s global boss sees growth
The global managing partner of law firm Ashurst has identified crucial areas of interest to investors and lawyers alike.
- Updated
- Tony Boyd
- Opinion
- Opinion
Tripp’s bid for Tabcorp has hurdles to jump
BetMakers has legendary bookie Matt Tripp in its corner, but Tabcorp investors will need a lot of convincing to back its bid for Tabcorp’s wagering division.
- Updated
- James Thomson
- Opinion
- Opinion
Venture capital lessons inform Penn’s Telstra vision
Andy Penn’s push to transform Telstra from telco to technology giant is shaped in part by insights from the venture capital firm Telstra Ventures.
- James Thomson
