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Drum beats and politics: how RBA rate calls are really made
The Reserve Bank board has always done what it believes is right. But former senior officials say it hasn’t stopped successive governments from trying to get their way.
Global stockpicker Peter Rutter ponders future of AI riches
Peter Rutter and his team are back in Australia, and they are trying to solve the investing question of our time: data centres or software?
As Trump tries to kill DEI, Labor moves to lock it in
Proposed changes before the Senate would force Australian employers to set and meet more gender equality targets, just as their US counterparts abandon them.
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February
Dutton faces down big business as he threatens to break up insurers
Investors said there was no evidence that the biggest insurers were price gouging, after the Coalition widened its criticism of business from supermarkets.
Is corporate America already souring on Trump?
Optimism at the prospect of tax cuts and lighter regulation has given way to anxiety over trade policies.
David Di Pilla’s HMC Capital eyes Healthscope hospitals
The alternative asset manager and other operators are talking to Healthscope’s landlords about taking over Australia’s second-biggest hospital group.
How this chairman used AI to rebuff a hostile takeover bid
CEOs aren’t using gen AI just to write speeches. They’re asking it for advice on big decisions and making ‘digital twins’ of themselves to coach others.
Directors warn of investment delays amid Trump, election uncertainty
Company directors from Macquarie, Fortescue, Dexus and Perpetual say Donald Trump and the upcoming election will lead to projects being delayed or paused.
January
Driving innovation
Join the most influential voices shaping the future of Australia’s workforce to unpack on the critical issues reshaping how we work, lead, and collaborate.
November 2024
Business says Trump’s return turns up competition for investment
Executives from Telstra, QBE, Challenger and Mirvac have warned that the US and even Britain risk pulling away from Australia by cutting red tape.
NAB executive warns of ‘elusive’ productivity gains in age of AI
Finance executives have been circumspect about the transformative power of the new technology, suggesting return on investment should be the focus.
Don’t dump corporate climate targets because of Trump, CFOs say
Big business is locked in to its decarbonisation path given commitments made in other countries, and to investors, senior executives said.
Meet corporate Australia’s top bulldust detector
With nearly five decades of experience in the markets, Gary Weiss has seen it all. Here’s how he spots corporate BS, and his No. 1 rule as a director.
NSW braces for Trump trade turbulence and bond market shocks
The state’s treasurer has warned an erosion in free trade could make Australians poorer, as the incoming administration weighs imposing costly tariffs.
This is why Australia is stuck in a rut
Low investment and productivity growth has left the country’s economy in the doldrums. The short-term challenges are large, but we can’t forget the long term.
Banking’s next gen
Bank leaders face succession as shares peak, leaving newcomers to find growth in a challenging landscape
‘Maybe we can use Zeppelins’: Australia’s missing infrastructure links
Solar panels and wind turbines crucial to Australia’s energy transition are piling up at a key port because the nation does not have the infrastructure to move them.
Nuclear ban holds Australia back from data centre opportunity
Craig Scroggie says without a ‘logical conversation’ on nuclear, Australia may miss an opportunity to grab an outsized chunk of the booming data centre industry.
‘We didn’t set the tolls’: Transurban pitches new pricing plan
Company boss Michelle Jablko says NSW can’t afford to build roads without private money and is looking at charging corridors according to congestion levels.
Trump win could be good news for Australian energy transition
Investment bankers hope an expected pullback in Inflation Reduction Act support for green investments under the new Trump administration could help Australia.
Inflation shadow falls over privatised infrastructure model
The political fallout from privatisation colliding with a temporary cost of living crisis could end up gumming up the pipeline of public works in the longer run.
Qantas claims network advantage will outgun bulked up Qatar
Qantas international boss Cam Wallace says the wet leasing arrangement that facilitates the partnership between Virgin and Qatar cannot be indefinite.
Public support for migration has ‘snapped’: Coalition
The cost-of-living crisis and the post-pandemic surge in arrivals has broken the social compact on migration, says Coalition frontbencher Bridget McKenzie.