Today
Mining stocks best way to play rate hikes in 2026: Macquarie
With bond pricing now suggesting a one-in-four chance of a rate hike in Australia from as early as February, the investment bank is even more optimistic about materials.
Yesterday
Totus and Sage join hedge fund resurgence after market sell-off
The Sydney-based firms are among a growing list of short sellers including Bronte and L1 to enjoy a strong November as investors dumped the crowded trades.
This Month
ASX to drop, US non-farm payrolls eyed as Fed, RBA rate paths diverge
Eyes will be on the latest US jobs data, and locally attention will be focused on the federal government’s Mid-Year Economic and Fiscal Outlook.
Prime Value is backing this IPO to ride the energy transition
Prime Value Asset Management’s Mike Younger talks IPO, recent changes to the portfolio and names on stock that is tipped to go on a tear.
Top female fund managers share their stock picks
Future Generation Women fund managers from Minotaur, First Sentier and ECP share their top picks, ranging from technology companies to European banks.
Pass the chablis, the investment bank Christmas party is back
Goldman Sachs is holding at least three events this year, including a knees-up on a floating party pontoon, while Barrenjoey returns to the lavish Ivy Ballroom.
Stonepeak sees ASX-listed debt bonanza after debut of $300m note
The Wall Street infrastructure firm is listing its first Australian debt note on Wednesday and says it’s considering further listings on the local bourse.
Bronte Capital bounces back: ‘Some clients thought we were idiots’
The Sydney-based hedge fund, led by veteran stock-picker John Hempton, managed to beat the market last month after a bruising year.
Here’s an ASX stock that is tipped to soar on rising gas prices
Balmoral Investors’ Wik Farwerck, a former stock picker at First Sentier, shares why he thinks Amplitude Energy is “attractively priced” and set to re-rate.
Hedge fund QVG to profit from shorting these two ASX stocks
The Sydney-based money manager told investors in its latest update that its secretive short book had benefited from betting against defence and travel stocks.
ASX takes more than 24 hours to identify cause of publishing outage
The exchange is working on an incident report to submit to the corporate regulator after Monday’s embarrassing operational issue.
Buy copper and sell property: Here are Jun Bei Liu’s trades for 2026
The hedge fund manager says the industrial metal is the most exciting area in resources and explains why she is cautious about listed real estate stocks.
AUB’s private equity suitors walk from $5b buyout of insurance broker
The company said EQT and CVC Capital Partners indicated they did not intend to proceed with a $45-per-share bid, and that it was confident in its strategy.
November
Fund says it’s time to cash out of this AI market darling
Skerryvore’s Glen Finegan has been trimming his holdings in one tech stock that has rocketed 35 per cent this year.
CSL rout hits Australia’s biggest blue-chip investors
Some of Australia’s biggest fund managers have been among the most exposed to the sharp decline in CSL’s shares.
UBS tips ASX to rally in 2026 on a mining resurgence
The broker expects the S&P/ASX 200 Index to climb to 8900 by the end of the next calendar year, a near 6 per cent rise from current levels.
Totus joins hedge funds betting on Light & Wonder re-rating
The poker machine maker hit the hedge fund’s performance last month, but Totus is betting on a wave of passive money to drive the share price higher.
This heavily shorted ASX stock is tipped to go on a tear
1851 Capital’s Matthew Nicholas talks IPOs, Flight Centre and names one car dealer that has been largely ignored by the market, until now.
Magellan top stock picker exits amid probe into workplace relationship
Arvid Streimann had been with the funds management giant for more than a decade and was one of its key investors, overseeing its flagship global strategy.
HMC Capital’s Di Pilla defends outlook as investor pressure mounts
The veteran dealmaker admitted HMC’s share price performance had not been good enough, but told the group’s AGM he remained confident in the business’ long-term potential.