Today
Markets react to powerful inflation signals
US and Australian bond yields have climbed towards pandemic highs and tech shares have sold heavily as inflation worries grip financial markets.
- 1 hr ago
- Richard Henderson
Intrigue aplenty at deep-sea miner
Luckily for early investor Cadence Capital, it has already secured a hefty profit.
- 1 hr ago
- Myriam Robin
- Opinion
- Regulation
Arguing the case on investor protection
Working out who is right or wrong in the controversy on whether to lift, index or abandon the “sophisticated investor” test and thresholds is tricky even when international comparisons are considered.
- Nigel Hunt, Amanda Isouard and David Friedlander
- Opinion
- Opinion
Revenge of the deadly trinity of zeroes
Zero interest rates, zero carbon and zero COVID-19 have given central banks a problem they don’t know how to solve, because the inflation recovery has nothing to do with QE.
- Mark Tinker
This Month
- Opinion
- Chanticleer
Exposing ESG’s dirty little secret
ESG is flavour of the month ahead of the COP26 summit in Glasgow, and this is causing some ironic smiles among women excluded from the conversations about diversity.
- Tony Boyd
Sally Loane quits the Financial Services Council
Long-serving Financial Services Council chief executive Sally Loane will leave the influential lobby group by the end of the year.
- Michael Roddan
Big deals: the kingmakers of the M&A boom
Australia’s top sharemarket investors give their perspective on the dealmaking boom and what it means for their investments.
- Updated
- Jonathan Shapiro
Buy, hold, sell: Fiducian, Smartgroup, Pro-Pac, Charter Hall REIT
Two fund managers pick five small-cap stocks with sustainable dividends.
M&A buyers looking for ‘trophy assets’
Cashed-up buyers are on the hunt amid one of the largest booms in global merger and acquisition activity, and almost no ASX company is safe from predators.
- William McInnes
RBA eyes BNPL’s ‘no-surcharging’ rule; moves against rate hike hawks
RBA’s bond buying shoots down rate hike hawks. Aurizon in $2.3b bid for Macquarie’s One Rail. Qantas boosts travel stocks. IAG sticks to guidance. Lynas’ sales fall. Iron ore lost 5.8pc, BHP falls.
- Tom Richardson, Vesna Poljak, Cecile Lefort, William McInnes, Richard Henderson and Alex Gluyas
- Opinion
- Chanticleer
Fundies navigate tough times as passive investing booms
Three leading fund managers have updated shareholders on their latest flows in a move that highlights their relatively weak performance.
- Tony Boyd
ASX closes flat as AGM season heats up
A slew of corporate results and AGMs dictated trading on Thursday, with real estate and technology stocks leading the market.
- Alex Gluyas
A ‘dearth of dollars’ – the rise of the crypto arbitrageurs
A team of Sydney traders are applying old-world options trading to take advantage of anomalies in crypto markets that show no signs of disappearing.
- Jonathan Shapiro
Why Judo’s float tempted this fundie back into the IPO market
Basketball fan Martin Pretty, from Equitable Investors, explains what’s behind the fund’s 60pc return, small cap gem MedAdvisor, and how he discovered NZ’s Geo.
- Alex Gluyas
- Opinion
- Sharemarket
The retail army goes back to the future
Move over Afterpay and Zip. The big miners and materials stocks are the new favourite playthings of retail traders.
- Jonathan Shapiro
Shares rally 0.5pc, led by Worley’s upgrade to net zero winner
Australian shares closed higher on Wednesday, buoyed by a 7.5 per cent jump in Worley after it secured a key contract, and by a positive Kogan trading update.
- Vesna Poljak
ASIC warns ASX penny stock pumpers for second time
Pump and dump group organisers taunted ASIC again after the regulator directly messaged them to warn sharemarket manipulation is illegal and risks jail time.
- Tom Richardson and Jonathan Shapiro
Hedge fund manager Robert Luciano suffers $500m drop in wealth
Shares in VGI Partners, Robert Luciano’s hedge fund, have fallen 70 per cent in two years to a record low.
- Richard Henderson
- Opinion
- Chanticleer
Bull retreat: Where global fundies are investing - and avoiding
The speed at which sentiment has changed in Bank of America’s global fund manager survey is staggering. And it’s all about inflation.
- James Thomson
- Opinion
- Opinion
Do female investors have a perfectionist problem?
Money coaches say women have less invested than men because they are afraid of not getting it absolutely right.
- Bianca Hartge-Hazelman
