Today
Hedge funds are once again targeting Qantas
Almost $300 million has been bet against Australiaâs largest airline, even as it attempts to repair its relationship with customers after selling tickets on flights that were already cancelled.
- Joshua Peach
Yesterday
These 5 ETFs posted double-digit returns in Aprilâs shock sell-off
The fall in global sharemarkets stopped the fast-growing ETF industry in its tracks in April, but proved profitable for several short-style strategies.
- Updated
- Joshua Peach
This Month
Shaw and Partners boss says âfed-upâ Morgan Stanley brokers walked
âHeavy-handedâ Morgan Stanleyâs loss is Shawâs gain, says co-CEO Earl Evans, who now manages $5 billion in WA wealth alone.
- Brad Thompson
April
The eight stocks most loved by Australiaâs best fund managers
Despite the headwinds, CSL is still loved by the top stock pickers. CBA and BHP are also widely held â but not as widely as expected.
- Joshua Peach
March
âMore than miningâ: WA med-tech sector message to local investors
WA medical ventures no longer limited to interstate or overseas investors for viability, says OncoRes breast cancer tech innovator Katherine Giles.
- Tom Rabe
- Opinion
- Chanticleer
This fundie has a warning on passive investing. Will investors care?
Mega-cap stock have pushed sharemarket indices to stretched levels at a time when risks are building across economies and markets. This $934 billion fundie is worried about a nasty hangover.Â
- James Thomson
February
The sum you need to make it into the top 1pc in Australia
Joining the top 1 per cent of wealthy Australians became easier last year as the countryâs rich were hit with a weaker Aussie dollar and slowing economic growth.
- Primrose Riordan
Wealthy families are trying something new â ditching the secrecy
Thereâs a new breed of private investment vehicle for the super rich. And theyâre less interested in managing money out of view than making more of it.
- Primrose Riordan
Hereâs a drug stock that Talaria tips could jump 35 per cent
Global investor Chad Padowitz thinks the market is too conservative on Swiss giant Roche and points to cracks in the US earnings season.
- Joanne Tran
Altium buyout âbittersweetâ as fund managers cash in
The $9.1 billion proposed takeover offer for ASX-listed tech stock has left shareholders awaiting a major payout with mixed feelings.
- Joshua Peach
- Opinion
- Chanticleer
âMarkets are brokenâ. This Wall Street legend thinks he has a solution
Markets might be at record highs, but David Einhorn says less and less money is focused on fundamental value. Thatâs forced a huge change in his investment strategy.Â
- James Thomson
Deep Yellow surge puts squeeze on Fidelityâs charity
Even when done altruistically, stock-picking isnât for the faint-hearted.
- Myriam Robin
December 2023
- Opinion
- Investing
Four banks went bust this year and I made money betting against all of them
There are few economic ailments for which the cure is not a healthy dose of scepticism, writes Argonaut Capital founder Barry Norris.
- Barry Norris
Guzman y Gomez appoints Kmart and Target executive as new CFO
Backed by TDM Growth Partners, Barrenjoey and Aware Super, the company is attempting to end a period of leadership instability ahead of an ASX listing.
- Primrose Riordan
What these fundies want to buy in 2024
After the most rapid interest rate hiking cycle in decades, experts agree on one thing: investors need to do their research, more than ever.
- Lucy Dean
- Exclusive
- Hedge funds
Hedge funds divided on CSL as Perpetual and Pendal place opposing bets
Portfolio managers within the same wealth giant are at odds over the outlook for one of the ASXâs largest and widely held stocks.
- Joshua Peach
- Exclusive
- Food & drink
Guzman y Gomezâs owners step in amid executive exodus
Despite the internal turmoil, TDM Growth Partners says the Mexican food restaurant chain could be valued at more than $2 billion, and an IPO is still on the cards.
- Primrose Riordan, Carrie LaFrenz and Max Mason
November 2023
Fundies prepare for small-cap revival after two-year struggle
A flurry of new fund launches specialising in smaller companies are hitting the market as asset managers prepare for the US tech mega-cap fever to finally cool.
- Joshua Peach and Joanne Tran
- Exclusive
- Food & drink
How Guzman y Gomez bungled its grand plans to be the next McDonaldâs
Documents filed with a California court reveal how ex-managers allege the Mexican-themed restaurant chain sent its boss to a âcult-likeâ life coach.
- Primrose Riordan
âAct nowâ: Origin retail shareholders hounded ahead of pivotal vote
The Origin board has mounted a multichannel effort to engage the critical voting block ahead of Thursdayâs pivotal vote.
- Sarah Thompson, Kanika Sood and Emma Rapaport