This Month
Phil King, fund managers flock to WA for ‘Rotto’ conference
Western Australia’s Rottnest Island hosted more than 600 people – including fund managers, family offices, and chief executives of ASX-listed companies.
This fundie says investors should be piling into CSL after slump
Atlas Funds’ Phil Cornet says the weakness in the ASX 200 heavyweight makes no sense and Ampol is ripe for a rally.
ASX drops 1.3pc; Trump steel, aluminium tariffs take effect
Shares extended losses; no exemption for Aussie steel, aluminium US exports; major banks and mining giants sell-off; European Union to impose counter tariffs.
Australians pour money into cash and bonds as markets panic
Fixed income and cash focused exchange-traded funds have recorded a bump in net flows as investors seek shelter from intense sharemarket volatility.
Fundies pull money from oil with prices tipped to sink
Bullish bets on oil have been dialled back as the outlook for the commodity worsens under Donald Trump’s push for cheaper energy.
ASX to rise as investors face uncertain week with tariffs set to start
Futures indicate the local sharemarket will rise 0.9 per cent after a sell-off last week that sent it below 8000 points, its lowest level in six months.
Myer shares could double if Olivia Wirth gets it right: Morgan Stanley
Analysts said there was a “pathway for its share price to double” amid a transformation of the department store, although execution risks were “high”.
Donald Williams, Platypus Asset Management’s co-founder, dies at 59
The former star stock picker started the boutique funds management business in 1998 and stepped down in 2016 due to health reasons.
After a 16pc sell-off, Australian fundies are eyeing bargains in India
Major investors have shrugged off a market correction in the world’s fastest-growing economy and are looking to buy following a months-long slide.
This fundie tips GQG’s share price to rally after wild swings
ECP Asset Management portfolio manager Damon Callaghan expects the ASX-listed global equities manager to recover after investors pulled more than $1 billion.
Markets rattled as Trump doubles down on tariff threats
Traders dumped stocks and bitcoin after the US president dashed hopes of some tariff reprieves for Mexico, Canada and China.
Doug Tynan’s GCQ Funds joins race to retail dollar with ETF float
The former VGI Partners operator started his own investment manager in 2022 and has outperformed the market since then with a portfolio of global stocks.
Secretive hedge fund Arnott reveals its stock picks
Kenny Arnott and Yianni Gertos are betting big on Airbus and pick Ryanair over Qantas for the year ahead. They’ve also opted out of China, for now.
February
Why Lazard is tipping a turnaround in these ASX fast food stocks
Tim Zhao says the latest banks sell-off could be the start of a correction and expects struggling quick service restaurant operators to reverse their fortunes.
The ASX really is shrinking but it’s not unprecedented, research finds
As part of its assessment of the growth of private markets, the corporate regulator asked academics for their definitive take on the stock exchange’s vitality.
ASX investors start to look offshore as banks, miners disappoint
One of Australia’s largest investors says there are better opportunities in the UK and Europe than in Australia and the US, citing unjustifiable valuations.
Domain surges on US property giant’s $2.7b bid
Australia’s second-biggest real estate platform has told investors it received a takeover offer from CoStar, in the first test for new CEO Greg Ellis.
ASX closes at one-month low, CBA down 2pc; Megaport rallies
Shares closer lower; new jobs hit 44,000, topping forecasts; Megaport soars 19pc; banks slump; Magellan down 10pc; Fortescue, Rio cut dividend.
ASX faces worst profit season in two years as banks sell off
The sharemarket has erased over $30 billion in market value this week as the big banks took the sheen off an otherwise surprisingly resilient earnings season.
Why the market has missed a trick for this weight loss drug
Northcape Capital’s Wendy Herringer isn’t deterred by the 40 per cent crash in Novo Nordisk and is all in on a waste disposal company.