August
Paradice’s Sam Theodore sees riches in these uranium stocks
The former Blackrock hedge fund manager’s recent trip to Paladin’s flagship Namibia mine has made him more bullish on the controversial energy source.
- Joanne Tran
Slim pickings for BlackRock’s equity partner hunt at Akaysha Energy
Deal was scuppered by the fact batteries are a fledgling sub-sector for even the most seasoned renewables dealmakers.
- Sarah Thompson, Kanika Sood and Emma Rapaport
July
Top BlackRock executive benefits from unusual ‘points-style’ bonus pay
President Bob Kapito is the only executive named in BlackRock’s annual filings who benefits from a retirement plan linked to individual fund performance.
- Brooke Masters
Expert department ‘not party’ to PsiQuantum deal
Persistent criticism of the nearly $1 billion investment in PsiQuantum was again levelled at ministers and bureaucrats this week.
- James Hall
Akaysha signs $650m debt deal for giant NSW battery
The system to be built near Wellington will be one of the largest in the world. The BlackRock-owned group has also struck a supply deal with EnergyAustralia.
- Angela Macdonald-Smith
June
City Tattersalls Club to sell Pitt St property after BlackRock walks
Should the deal complete as expected, City Tatts will lose ownership of the sprawling property, its crown jewel built via multiple acquisitions, after a century.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Nuclear to wreak ‘catastrophic damage’ on renewable energy
Clean investor groups say the Coalition’s scheme will take too long, cost too much, and is incompatible with timely and cost-efficient energy transition.
- Elouise Fowler
Why Permira got cold feet over Golden Goose IPO
After more than 10 months of preparation, the Italian footwear brand was seeking to raise about $966 million in a Milan listing as early as Friday. Then something went wrong.
- Silvia Sciorilli Borrelli, Ivan Levingston and Kaye Wiggins
Musk says shareholders approving his $75b pay package
It’s D-Day for the Tesla CEO as shareholders vote on his controversial pay package – with major implications for the billionaire and his company.
- Updated
- Trisha Thadani
Global investors pull $60b from ESG funds
Sustainably focused equity funds suffered major cash outflows globally in 2024 because of poor performance and scandals, the first sustained exodus.
- Patrick Temple-West and Will Schmitt
- Opinion
- The AFR View
ESG idealism runs into hard realities of execution
The end of cheap money to invest, the cost of living crisis, and energy price shock have dramatically changed the order of priority for customers, governments and investors.
- The AFR View
May
Nuclear, data centres are in a sweet spot for investors
Analysts are scouring sharemarkets for ways to profit from the rush of money into the data centres that will support the rise of AI.
- Tom Richardson
South African politics complicates BHP’s Anglo American discussions
As they try to seal a $75 billion deal on the same day as the South African election, the two miners remain split on the costs Pretoria will impose on any deal.
- Peter Ker
- Exclusive
- Quantum Computing
PsiQuantum in talks for bipartisan support but Coalition not swayed
PsiQuantum is confident of winning over sceptical politicians by highlighting its backing from both major parties in the US, where it has defence contracts.
- Tess Bennett
April
- Opinion
- Gas
Goyder will face the music at Woodside AGM
Even if the chairman now looks certain to survive a substantial protest vote and be re-elected, it all adds up to a firm rebuff of the company’s decarbonisation plan.
- Jennifer Hewett
- Opinion
- Australian economy
Goyder’s fight at Woodside highlights question of shareholder voice
Activist battles largely take place between big asset managers and their proxy advisers. Is it time their retail investors got more of a say in what they do?
- Jonathan Wenig
ASX rallies; Top fundies revealed; Musk’s $500b crisis
Read everything that’s happened in the news so far today.
Larry Fink, other top CEOs increase personal security
BlackRock has tripled its security spend for Larry Fink after a backlash over the company’s ESG investing stance – and it’s just one of many companies to do so.
- Louis Ashworth and Brooke Masters
‘Unequivocal failure’: Activist fund tries to unseat Larry Fink
Bluebell Capital Partners is proposing to oust the BlackRock founder as chairman of the world’s largest asset manager.
- Updated
- Brooke Masters
- Exclusive
- Start-ups
How Macquarie’s $46m investment in an Aussie tech firm turned into $1
Macquarie Capital poured $46m into Plutora, but sold its stake for a dollar, and administrators have met to try to figure out what is left in its operations.
- Paul Smith