Today
- Opinion
- Opinion
Investors are developing a ‘dirty’ little secret
Glencore’s decision to keep its energy coal business is part of a broader push back against climate-related strategy shifts by big emitters.
- James Thomson
- Opinion
- Opinion
There’s ‘only one outcome’ that really matters, and it’s not Trump v Harris
Calmer markets mean investors are back to worrying about US politics and the Middle East conflict. But this leading strategist says both fears are overdone.
- Updated
- James Thomson
Yesterday
- Opinion
- Opinion
Why Jabiluka going to court may not be the last twist
When the answer is suing the government, you know there are problems. The almost-broke ERA has many.
- Anthony Macdonald
- Opinion
- Opinion
RBA is in no place to comfort fearful investors
The reality of Australia’s inflation problem means Michele Bullock has little room to encourage investors’ flagging animal spirits.
- Updated
- James Thomson
- Opinion
- Opinion
Euro summer madness is making markets look extreme
It’s easy to forget what day-to-day life looks like on the other side of the world at the moment. But it is an important part of the market sell-off story.
- Anthony Macdonald
- Opinion
- Opinion
Battered investors get a breather, but where to next?
After a torrid night on Wall Street, it’s calmer on the ASX and positively giddy in Tokyo, giving investors a chance to consider their next move.
- James Thomson
- Opinion
- Opinion
Wall Street’s night of fear could have been much worse
The sea of red on Wall Street on Monday night doesn’t tell the story of the outright panic that spread before the market opened.
- James Thomson
- Opinion
- Opinion
Five things investors need to watch next
Spotting the next shoe to drop in markets is never easy. But there are a few spots investors can look for signs of stress.
- James Thomson
This Month
- Opinion
- Opinion
Woodside’s new energy aspirations take $3.7b twist
While the likes of Air NZ drop climate targets, gas producer Woodside Energy is sticking to the scope three emissions goals that caused a storm in April.
- Anthony Macdonald
- Opinion
- Opinion
Why the market’s favourite trades are blowing up
For most of the day it was just a nasty sell-off. But by the end of Monday’s brutal session on the ASX, it was clear something much worse was at play.
- James Thomson
- Opinion
- Opinion
Why did the sharemarket run so hard in the first place?
There was a fragility about last week’s record high that made this sell-off inevitable. How long it lasts is the main game. It will be a tough week.
- Anthony Macdonald
- Opinion
- Opinion
ASX investors have been caught out by a brutal bear panic
This isn’t just investors fretting about bad news. It’s investors fretting about bad news and panicking about the fact they are simply not positioned for it.
- James Thomson
- Opinion
- Opinion
AI, builders and bonuses: A survival guide to this earnings season
We are seeing just how fragile share prices are, which makes it all the more important for companies to impress investors in the coming four weeks.
- Anthony Macdonald
- Opinion
- Opinion
Why recession panic is gripping the markets
Global markets are being lashed by a perfect storm of recession fears, volatility and AI scepticism. But there’s a key reason it threatens to turn into panic.
- Updated
- James Thomson
- Opinion
- Opinion
PwC hasn’t paid full price for eight years of risk failure
Exactly who deserves the most blame for the PwC scandal remains a subject of fierce debate. But it’s the systemic failures of risk management that really matter.
- James Thomson
- Opinion
- Opinion
Why this economist says we’re all missing the biggest picture
Paul Donovan says central bank-obsessed investors are underestimating the huge structural changes being created by the fourth industrial revolution.
- James Thomson
- Opinion
- Opinion
AI hype just collided with recession fears
Investors were already worried about how artificial intelligence investment will turn into profits. That’s being compounded by fears of a broader economic slowdown.
- James Thomson
- Opinion
- Opinion
A bit of Regal magic rubs off on unheralded fund
Raising money is much easier when you have something brokers actually want to sell.
- Anthony Macdonald
- Opinion
- Opinion
Bidders having it both ways with ‘best and final’ threats
You’ve got to give it to the top investment bankers and lawyers – they’ve perfected the art of driving a truck through a two-inch gap.
- Anthony Macdonald
- Opinion
- Opinion
The lithium bubble has popped with stunning speed
Production cuts from Albemarle are bad news for Australia’s struggling lithium sector. But the market needs more bad news before it can recover.
- Updated
- James Thomson