Latest
Gold rush prompts investors to snap up ASX miners
A two-day rally in the price of gold has sent buyers back to ASX gold miners that have until now lagged a surge in the price of the precious metal.
- 23 mins ago
- Joshua Peach
- Live
- Markets Live
ASX flat, healthcare jumps on premium rise
Shares flat; Telix buys ARTMSs for $126m; Healius names Paul Anderson as CEO; bitcoin tops two-year peak; gold miners shine. Follow updates here.
- 54 mins ago
- Timothy Moore, Cecile Lefort, Joshua Peach, Joanne Tran and Sarah Jones
Bitcoin jumps as options point to $US80,000
The token has surged around 60 per cent this year, outpacing traditional asset classes such as stocks by a wide margin.
- Suvashree Ghosh and Sidhartha Shukla
ASX to slip, Tesla tumbles, bitcoin tops $US67,000
Australian shares are set to open lower amid weakness on Wall Street. Apple slumps on EU fine, Nvidia and Super Micro leap. Gold rallies.
- Timothy Moore
VanEck’s bid for ASX bitcoin ETF boosted by record interest
The investment manager wants to launch a local bitcoin exchange-traded fund, and is waiting on approval from the corporate watchdog.
- Joanne Tran
Super funds put money back to work, fuelling ASX rally
BHP, CSL and QBE were among the most popular stocks held by super funds last year, while Fortescue was by far the most unloved.
- Alex Gluyas
Opinion & Analysis
Bubbles talk rules, but this fundie sees ‘rolling bear markets’
As bitcoin and Nvidia surge, talk of a bubble is everywhere. But this $25 billion global fund manager warns there is serious pain playing out beneath the surface.
Columnist
Corporate Travel and Reece trip up traders in wild reporting season
They are two very different companies. But the difference between earlier remarks and their final results set the scene for massive share price swings.
Senior reporter
Don’t bet on deep rate cuts from the RBA
While the market is pricing in rate cuts in the US as soon as June, inflation and the real rate argument is far more finely balanced in Australia.
Contributor
What it’s really like inside a fund manager’s morning meeting
Chanticleer was given a rare look inside the morning meeting of Yarra Capital Management’s equity team. Here are four big themes that emerged.
Columnist
Companies in the News
Coles Supermarkets
Macquarie Group
Woolworths
Westpac Banking Corporation
Woodside Energy Group
Updated: Mar 5, 2024 – 2.10pm. Data is 20 mins delayed.
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View stories and data from an ASX listed company
Meet the Fundie
The old-school fund making big money from ‘cigar-butt’ trades
Despite self-proclaiming to be among the “world’s worst sellers”, this Collins St fund is banking major returns in unlikely areas of the market.
- Joshua Peach
This fundie says Domino’s Pizza is a better bet than the big four
Vertium Asset Management’s Jason Teh has an eye for companies in a turnaround phase – and his gaze is now firmly set on Domino’s and Fisher & Paykel Healthcare.
- Joanne Tran
Why an American dynasty is tapping Aussie investors for money
The Cordish family have built up protected wealth across the US by placing their faith in ambitious private equity start-ups. They also have big bets on the consumer.
- Jonathan Shapiro
More From Today
- Opinion
- Chanticleer
Bubbles talk rules, but this fundie sees ‘rolling bear markets’
As bitcoin and Nvidia surge, talk of a bubble is everywhere. But this $25 billion global fund manager warns there is serious pain playing out beneath the surface.
- James Thomson
Yesterday
ASX slips from all-time high; gold miners, real estate stocks rally
Australian shares end lower as GDP worries mount. Downer brings KPMG into class action dispute. Energy stocks on the rise. Nikkei 225 tops 40,000.
- Updated
- Timothy Moore, Joshua Peach, Sarah Jones, Cecile Lefort, Joanne Tran and Alex Gluyas
Rate cut bets ramp up as traders price US slowdown
Weaker than expected US manufacturing data has reinforced bets that the Federal Reserve rate could cut rates as early as May.
- Cecile Lefort
The old-school fund making big money from ‘cigar-butt’ trades
Despite self-proclaiming to be among the “world’s worst sellers”, this Collins St fund is banking major returns in unlikely areas of the market.
- Joshua Peach
Hearts & Minds’ heavyweight board stares down New York hedge fund
Saba Capital, which has previously campaigned against BlackRock in its bid to change funds, has bought up some 10 per cent of the ASX-listed philanthropy vehicle.
- Jonathan Shapiro and Joshua Peach
This Month
ASX to edge up as traders watch for weaker economic growth data
Futures indicate the benchmark S&P/ASX 200 Index is set to add 0.1 per cent, or 11 points to 7756.6 at the opening bell on Monday.
- Joanne Tran
- Opinion
- Earnings season
Corporate Travel and Reece trip up traders in wild reporting season
They are two very different companies. But the difference between earlier remarks and their final results set the scene for massive share price swings.
- Jonathan Shapiro
Iron ore’s outlook hangs on China’s big policy meeting
Iron ore bulls and bears are facing off ahead of China’s ‘Two Sessions’ policy meeting that kicks off on Monday, with some tipping further price weakness.
- Alex Gluyas
- Opinion
- Bonds
Don’t bet on deep rate cuts from the RBA
While the market is pricing in rate cuts in the US as soon as June, inflation and the real rate argument is far more finely balanced in Australia.
- Chris Dickman
Nasdaq, S&P 500 reset record highs
Shares rallied in New York with Dell, NetApp and Nvidia ensuring that the fast start to 2024 would extend into a third month. Gold rises.
- Updated
- Timothy Moore
- Opinion
- Chanticleer
What it’s really like inside a fund manager’s morning meeting
Chanticleer was given a rare look inside the morning meeting of Yarra Capital Management’s equity team. Here are four big themes that emerged.
- James Thomson
ASX charts wildest ever earnings season as traders scramble
The sharemarket might have ended February largely where it began, but beneath the hood, short sellers and asset allocators were scrambling to shift money.
- Joshua Peach and Joanne Tran
ASX hits record high; Dubber says up to $26.6m missing, stock halted
Shares add 0.5pc. NAB’s McEwan to join BHP. Life360 hits 61.4m users. Govt names green bond banks. Wall St gains, bond yields ease on US inflation data. Bitcoin jumps. Follow here.
- Updated
- Timothy Moore, Tom Richardson, Cecile Lefort, Joshua Peach, Joanne Tran and Sarah Jones
- Opinion
- Chanticleer
What I learnt from 27 CEOs in 29 days
Profit season is like a magical mystery tour of the economy, revealing pain, profits and potential. Here’s what we learnt from speaking with 27 top CEOs.
- James Thomson
Traders bet on June rate cut as US inflation slows
Investors raised bets the US Federal Reserve will kick off its first interest rate cut mid-year amid further evidence inflation in the world’s biggest economy is cooling.
- Cecile Lefort
ASX to edge up, US price data eases rate concerns
Australian shares are set to edge higher. US shares closed higher after a key inflation metric met expectations. Bitcoin higher.
- Updated
- Timothy Moore
Ray Dalio says magnificent seven are ‘fairly priced’
While some of Bridgewater’s readings look frothy, “we do not see bubbly conditions in aggregate”, the billionaire hedge fund founder said.
- Timothy Moore
February
Regal assets climb as hedge funds take on ETFs
Retail investor interest in Australian hedge funds has dwindled to 10-year lows, as measured by assets, but Regal and Tribeca are seeing the opposite
- Joanne Tran
Bitcoin soars to $A record ahead of supply crunch
“It’s a demand, demand, demand story,” the CEO of Digital X said of the world’s largest cryptocurrency, which broke through $96,000 in Australian dollar terms.
- Jessica Sier
Why Scentre Group’s the only property stock on the ASX worth owning
Quay Global Investors’ Justin Blaess tells why he likes Westfield’s owner, office occupancy rates and his takeaways from the recent earnings season.
- Joanne Tran
