Today
- Opinion
- Chanticleer
‘Get ready for war’: Star chairman and CEO’s descent into madness
The embattled casino group told the world it was co-operating with its regulator. But behind the scenes, it was dreaming up a hare-brained scheme to sue them.
- Updated
- Opinion
- Chanticleer
Market aftershocks from Iran’s attack depend on one thing
Investors are treading water as they wait for Israel’s response to the largely failed strike. But shareholders need to start thinking through two scenarios.
- Updated
This Month
- Opinion
- Chanticleer
Six ways ‘Mercedes’ mortgages could hurt Australia
A series of changes in the banking sector is making lenders take less risk. One veteran analyst says that has grim ramifications for investors and the nation.
- Updated
- Opinion
- Chanticleer
Seven’s Boral sweetener lets everyone claim victory
A new dividend and some peacemaking by Ryan Stokes has sealed Seven’s takeover of Boral.
- Updated
- Opinion
- Chanticleer
Why we should celebrate the climate stoush at Woodside
An adult, active and thoughtful debate about Woodside’s climate transition plan is precisely what we want to see in corporate Australia.
- Updated
- Opinion
- Chanticleer
Meet the Aussie who will be crucial to KKR’s $1.5trn ambition
KKR has set out some big goals, including more than quadrupling earnings and lifting assets five-fold. A little-known Australian executive will be vital to hitting the targets.
- Opinion
- Chanticleer
Hot US inflation delivers three warnings
The surprising data will give investors plenty to think about. But fading rate cut hopes will also have ramifications for politicians facing the ballot box.
- Opinion
- Chanticleer
Fundies name ‘fallen angel’ stock picks
On Thursday morning, investors will be obsessing over what US inflation data says about rate cuts. But Munro Partners’ Qiao Ma won’t be one of them.
- Updated
- Opinion
- Chanticleer
NAB’s new boss just managed to do what most CEOs can’t
Australian corporate history is riddled with examples of passed-over CEO candidates exiting. But NAB has just bucked the trend.
- Updated
- Opinion
- Chanticleer
Chalmers’ merger reforms will change dealmaking
The treasurer’s sweeping reforms will transform how deals are done in Australia, but could change the way the economy develops.
- Opinion
- Chanticleer
Jamie Dimon reveals three risks – and his leadership secret
We extracted the big lessons for investors and leaders from the JPMorgan CEO’s 27,000-word letter to shareholders.
- Updated
- Opinion
- Chanticleer
‘Big Short’ hero’s new big idea is one Aussie investors can ride
Famed US investor Steve Eisman says that when things are good, markets trade on stories. But there’s one theme that stands out from the rest.
- Opinion
- Chanticleer
We’re still waiting for the silver bullet for grocery prices
Cost of living pressures may have led to the current rush of grocery inquiries, but we’re no closer to finding the solution.
- Opinion
- Chanticleer
Hudson walks a fine line with Qantas’ $120m loyalty revamp
In recent months, Vanessa Hudson has done well to pull Qantas out of its ugly dive. The airline is saying all the right things and also starting to walk the talk.
March
- Opinion
- Chanticleer
Lessons from a fund that has beaten the market for 50 years
Since 1973, Capital Group’s New Perspective Fund has ridden the shifting tides of world trade. With deglobalisation taking hold, will the strategy hold up?
- Opinion
- Chanticleer
Westpac’s $3.5b tech catch-up is a warning to ANZ
Fifteen years after buying St George, Westpac is finally unifying its banking systems. ANZ investors will hope they’re not hearing about the Suncorp integration in 2039.
- Opinion
- Chanticleer
Ninety days to remember and what could go wrong from here
Despite a plethora of risks, the first quarter of 2024 has turned out to be better than expected across markets, economics and geopolitics. But don’t get comfortable.
- Updated
- Opinion
- Chanticleer
The shocking data that stopped Larry Fink cold
“I’ve seen a lot of numbers. But no single data point has ever concerned me more than this one,” the CEO of BlackRock says.
- Opinion
- Chanticleer
It’s time for banks to take more risk, not less
While the prudential regulator sees more stresses ahead for banks, top CEOs worry the sector has become too risk-averse. They’ve got three big ideas to drive growth.
- Opinion
- Chanticleer
Solomon Lew’s $3b bet on global growth
Premier Investments is set to split itself in three, launching the Smiggle and Peter Alexander divisions onto the ASX as separate companies.
- Updated
