Yesterday
- Opinion
- National Reconstruction Fund
The fund meant to save Australia held ‘sham’ meetings
The $15 billion National Reconstruction Fund is struggling to find investments, but it is great at holding meetings.
- Aaron Patrick
- Updated
- Cryptocurrencies
Launch of ASX’s first bitcoin ETF sparks price war
The launch on Thursday morning has drawn a strong response from competitors operating on a rival exchange.
- Updated
- Joshua Peach
Wilson’s Oberg is tipping 50pc upside in this small-cap stock
Wilson Assets Management’s Oscar Oberg is bullish on Iress even as its share price has tanked. He also like G8 Education and reveals why he is looking to buy up retail stocks again.
- Updated
- Joanne Tran
Former Keystone director ordered to hand over passport
Former Keystone Asset Management director Paul Chiodo has been ordered to hand over his passport as the corporate regulator investigates the use of investor cash at the funds business.
- Max Mason
Shares slip; Guzman y Gomez surges, Bank of England ahead
Bank of England, Swiss National Bank to hand down rates decisions. Guzman y Gomez targets more than 1000 stores in Australia. Bitcoin fund lists on ASX. Follow updates here.
- Timothy Moore, Tom Richardson, Sarah Jones, Alex Gluyas, Cecile Lefort, Joshua Peach and Joanne Tran
This Month
- Opinion
- Chanticleer
How the market lost its mind over the Guzman y Gomez float
The reaction to the fast-food group’s IPO has startled many market watchers. But strip away the memes, hoodies, bulls and bears, and it’s all about valuation.
- Updated
- James Thomson
Australia had more female fund managers seven years ago
Industry efforts to hire more women in investment management have borne fruit. But the industry is struggling to get more women into portfolio manager roles.
- Euan Black
ASX tips lower; energy stocks gain, WA1 Resources soars 25pc
Australian shares end lower. CSR bows out of ASX after six-decade run. Beach Energy hit with broker downgrades. Helia Group sinks on CBA review.
- Updated
- Timothy Moore, Joshua Peach, Alex Gluyas, Cecile Lefort, Joanne Tran and Sarah Jones
ASX bitcoin ETF launch opens gates to wider cryptocurrency industry
The markets watchdog has told investors to “only put in what they are prepared to lose” after Australia’s main exchange operator opened the door to bitcoin.
- Updated
- Joshua Peach
- Opinion
- IPO
What past IPO disasters tell us about Guzman y Gomez’s $2.2b float
The Mexican fast-food chain float has split opinions among Sydney’s investing community, and revealed the deep scars inflicted by failed floats of the past.
- Jonathan Shapiro
ASX rallies 1pc as RBA leaves rates on hold; Fortescue drops over 5pc
Shares advance; Reserve Bank leaves cash rate unchanged at 4.35 per cent; CBA powers higher; Fortescue Metals slumps after $1.1 billion block trade. Follow here for more updates.
- Timothy Moore, Joanne Tran, Cecile Lefort, Joshua Peach, Alex Gluyas and Sarah Jones
- Opinion
- Chanticleer
Story of change in rise of Betashares, decline of Perpetual and AMP
The shift from active to passive management is changing the face of Australia’s financial sector. Unaffordable housing could shift things again.
- James Thomson
ASX drops as China weighs, NAB hits 9-year high
Shares fall; Tapcorp taps AFL’s McLachlan as new chief; Bapcor secures $400m in debt; China steel output jumps; oil prices slip. Follow updates here.
- Updated
- Cecile Lefort, Alex Gluyas, Joshua Peach, Joanne Tran, Tom Richardson and Sarah Jones
Why investors should care about the Biden-Trump debate
Global markets have been rocked by shock voting in India, Mexico and France, but next week’s first US presidential debate is tipped to exacerbate that turbulence.
- Alex Gluyas
- Opinion
- Food
Guzman y Gomez’s spicy burrito is a recipe for high growth
It’s easy to sound smart by being gloomy about the future of a stock, but the future of this Mexican-themed chain is positive.
- Martin Rogers
Riding the wave: this Regal-backed fund is betting big on water
Kilter Rural’s Euan Friday predicts water prices will rocket 300 per cent this year, after huge government intervention and the weather dries up.
- Cecile Lefort
This macro master doesn’t come with tales of impending doom
Raoul Pal wears the scars of both bull and bear market cycles. But he’s found contentment in embracing, rather than fighting, the system.
- Jonathan Shapiro
ASX to fall, traders tip RBA to keep rates on hold all year
Australian shares are set for a weak start this week ahead of the central bank’s meeting. Some economists even say the chance of a rate rise is underpriced.
- Cecile Lefort
World is looking ‘more like the 1930s’, Future Fund warns
Australia’s sovereign wealth fund chief is reshaping its $200b portfolio as global risks hit a 50-year high.
- Jonathan Shapiro
- Opinion
- Opinion
Get ready for a riskier world
The causes and effects of geopolitical risk events are complex and multi-faceted. Events can take many years to develop and are almost impossible to predict.
- Raphael Arndt
