July 2017
- Opinion
- Interest rates
The Reserve Bank's backflip is not going to be enough to slow the FX train
The RBA's public statement on Friday putting the brakes on rate hike talk has worked. For now.
- Updated
January 2017
Hunter Hall LIC defies Wilson's request for buyback exit scheme
Wilson Asset Management threatened to roll the board of Hunter Hall Global Value.
- Updated
Pinnacle enters fray for Hunter Hall International with another below-market offer
The situation at the $900 million ethical investing empire keeps evolving since the resignation of its founder.
- Updated
Morphic on why Woolworths' short potential is not exhausted yet
The best ideas from the former Hunter Hall pair who want to be "replaceable" at their own boutique.
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- Analysis
- Mining
Buyback talk flatters earnings season prospects for mining stocks
Capital management will improve at the next earnings season but the rewards might not be the windfall investors think.
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- Exclusive
- Managed funds
Tribeca natural resources hedge fund returns 145 per cent in 2016
How Tribeca's resources duo Ben Cleary and Craig Evans made a 145pc return in 2016 after fees.
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Geoff Wilson's WAM buys more shares in Hunter Hall's LIC
Wilson Asset Management owns 11.5 per cent of Hunter Hall Global Value Limited.
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- Opinion
Treasurer Scott Morrison has to raise his $500b credit limit this year
Australia will pierce through its $500 billion debt ceiling some time after June 30 of this year if MYEFO forecasts are right.
- Updated
Peter Hall on why he quit Hunter Hall and sold to Soul Patts
Peter Hall on the most shocking share trade of his career and what's next for the fund manager - "I will live by the sword, die by the sword".
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December 2016
Peter Hall resigns from Hunter Hall role
Fund manager Peter Hall appears to have dusted a chunk of his significant personal fortune with his abrupt departure from the $1 billion-plus asset manager that bears his name.
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ASIC reveals flaws in ASX's handling of outage
An ASIC report has queried the ASX's haphazard communications policy when technical issues shut down trading on September 19.
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Best time to short commodities since 2012 says Deltec's Atul Lele
Investors can now short resources stocks because China's stimulus is finite and raw materials demand collapses without it.
- Updated
Australia hopeless at managing prosperity, says BlackRock's Steve Miller
The economy has had two great treasurers in Keating and Costello but the good times were squandered.
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US dollar rally could hit Federal Reserve's rate hike projections
The soaring US dollar is the biggest risk to the Federal Reserve's plans for three interest rate rises in 2017.
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Credit Suisse tips up to three RBA cuts to protect overgeared households
Households are overgeared and the RBA might have to cut interest rates up to three times to ward off a dramatic deleveraging event.
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BTIM's Vimal Gor unconvinced rates can rise much higher with debt burden
'To put it bluntly high interest rates won't work', says the well known bond fund manager.
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Mario Draghi keeps market calm with ECB 'slow' taper as polls promise risks
Somehow the ECB has convinced markets that it is both reducing and extending stimulus.
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LIC disclosure requirements divide industry on timelines
LIC disclosure requirements are a throwback to times when it was more difficult to calculate portfolio values.
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Tim Cahill's business goals
Brands that want to trade on Tim Cahill's image better be prepared to cut him in on the deal.
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Shares and bonds see Australia's GDP shock differently
The sharemarket showed no concern that the Australian economy contracted last quarter while bond yields fell.
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