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Chanticleer

This Month

Investors face a fascinating year ahead, with megatrends likely to continue to shape the way markets perform.

Top investors name 11 long-term stock picks

Healthcare, digitisation and resources are the big themes that dominate the list of stock picks from top fund managers. 

  • James Thomson
Bankers sail into a new year with the wind at their backs, but they should remember the lessons from 2023.

Five lessons from an unforgettable year of deals

Raids, leaks, blow-ups and a Christmas scramble: bankers may wish to forget a lot that happened in 2023, but there are some important lessons.

  • Anthony Macdonald
Ken MacKenzie: “It’s a unique role, and nothing prepares you for it.”

Inside the secret school for ASX CEOs

Chanticleer has been given a rare look inside the invite-only course for new ASX 150 CEOs, which is the brainchild of BHP chairman Ken MacKenzie.

  • Updated
  • James Thomson
AI is front of mind for CEOs, but nearly half of workers feel unprepared.

AI is a two-speed conversation inside companies

CEOs are exploring all sorts of ways to use artificial intelligence. Their workers, however, feel unprepared for changes.

  • Anthony Macdonald
Th ebulls are ending the year firlmy in control.

Rally has more room to run as investors get three green lights

The market has built a head of steam in the last two months, and until there’s a clear risk to the Goldilocks soft landing scenario there is little reason for the bulls to turn.

  • James Thomson
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The good, bad and ugly of business in 2023

Big deals, dud deals, scandals and success stories. In a year of high drama and big market moves, we look back at the winners and losers.

  • Updated
  • James Thomson
Gina Rinehart’s Hancock Prospecting has had a busy year of deals.

Rinehart walks the talk with $1.7b lithium buy

Gina Rinehart’s Hancock Prospecting has been in a few lithium scraps, but has invested more in the sector than most this year. Azure Minerals is significant.

  • Anthony Macdonald
Oil prices are a key determinate of geopolitical tension, Hagai Segal says.

Red Sea oil spike is exactly what markets and central banks don’t need

Falling energy price have made the fight against inflation much easier, which in turn has boosted markets. The Red Sea attacks threaten to change that. 

  • James Thomson
The role of the office in hybrid work remains an open question for our top CEOs.

Why the work from home debate is entering a new phase

Australia’s top CEOs have accepted flexible work is here to stay. But almost four years on from the pandemic, there are growing questions about productivity, culture and career development. 

  • Updated
  • James Thomson
Link chairman Michael Carapiet was there when the group listed in 2015 and will be there when it delists early next year.

Good riddance to Link, an ASX rollercoaster

The company is systemically important to Australia’s superannuation system. But it didn’t always behave that way.

  • Anthony Macdonald
Falling rates and rising markets have helped get deals moving again.

What’s behind Monday’s $5b deal frenzy

A burst of pre-Christmas deals isn’t unusual. But the impressive market rally in the past six weeks has helped unstick some deals that have been simmering for some time. 

  • James Thomson
Bulls are feeling good about the rally this year, while bears think the hard landing is still possible.

Why it might be time to strap in for a wild end to 2023 on markets

Shares have rallied hard in the past six weeks, but more big moves in the dog days of December aren’t out of the question.

  • James Thomson
BHP chief executive Mike Henry.

What top CEOs expect Australia’s economy to look like in 2024

Corporate leaders reckon inflation will linger, but say Australia will avoid a recession in 2024.

  • Updated
  • James Thomson and Anthony Macdonald
Qantas chief executive Vanessa Hudson says she is “cautiously optimistic” the economy will be just as resilient in 2024.

C-suite takes us on a joyride of the economy

‘Resilient’ is the word of the year, and unemployment is the thing to watch, according to Australia’s big CEOs.

  • Anthony Macdonald
Greg Goodman says inflation will keep slowing in 2024, but calls the business environment “subdued”.

Top CEOs say economy’s soft landing on track

Australia’s top bosses think immigration should bring another year of economic growth, but believe 2024 is likely to be tougher than this year.

  • James Thomson and Anthony Macdonald
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NAB boss Ross McEwan says housing is Australia’s biggest issue.

Why our top CEOs fear for the great Australian dream

The concern among top CEOs about the housing crisis reflects broader worries about inequality, productivity and growth in a slowing economy. 

  • James Thomson
HMC Capital’s David Di Pilla has pulled off another big win.

Chemist Warehouse deal just part of David Di Pilla’s big plan

In helping to bring the retail giant and Sigma together, he is playing the long game and hopes to create a “mini Blackstone” in Australia.  

  • James Thomson
Brian Hartzer is returning to the executive ranks.

Brian Hartzer’s warning to AI wannabes

The former Westpac boss, who is now CEO of Quantium Health, says effective AI use for companies is all about balance. 

  • Updated
  • James Thomson
Panoramic looks like it is in the right place at the right time, but it has not turned out that way.

Battery metals sound good, they just don’t always work out that way

We need more nickel to fuel the energy transition, so why has one of the ASX’s pure play nickel mainstays gone under?

  • Anthony Macdonald
US Federal Reserve chairman Jerome Powell: Let the pivot party begin.

What really matters for investors now Fed rate cuts are a certainty

After the US central bank signalled rates will fall, Wall Street is at or close to record highs – it’s as if the many increases never happened. But what comes next? 

  • James Thomson

The Australian Financial Review Magazine

BOSS Financial Review

Paul Flynn grew up in a “good Catholic family of six girls and three boys.

Life & Leisure

Atlantis The Royal Dubai. .

Rich List

Rich Lister Sam Kennard took over the self-storage business when he was just 24.