October 2024
This mining fundie says lithium is a better bet than iron ore
Janus Henderson’s Darko Kuzmanovic says China’s stimulus boost will no longer be a huge driver of iron ore and coal profits. He’s looking at battery mineral stocks instead.
- Alex Gluyas
May 2024
Investors urge caution as Rio Tinto eyes BHP’s $60b Anglo bid
Rio Tinto should not challenge BHP for control of Anglo American, and should instead target smaller lithium and copper producers, a major investor says.
- Peter Ker
February 2024
Magellan confirms Sophia Rahmani as its next CEO
It comes after CEO and managing director David George stepped down from the role in October.
- Sarah Thompson, Kanika Sood and Emma Rapaport
January 2024
Wild swings in commodity prices may temper dividend outlook
While shareholder payouts are expected to hold steady this reporting season, some investors are more cautious on the miners and banks.
- Joanne Tran
Investors warn governments over ‘unmoored’ levels of public debt
Issuance in the US and UK, to name just two, is this year expected to soar to the highest level on record, except for the early stages of the COVID-19 pandemic.
- Mary McDougall
December 2023
- Analysis
- Sharemarket
Will Newmont’s secondary listing work? History says it will be hard
Navigating investor apathy and keeping management’s attention on local shareholders is not easy, as Singtel and Janus Henderson have found.
- Tom Richardson
November 2023
Janus Henderson to quit the ASX
The $6 billion fund manager says a drop-off in trading activity has made its listing in Australia unviable.
- Lucas Baird
October 2023
- Opinion
- Chanticleer
Janus Henderson CEO’s three planks for risky markets
Ali Dibadj says uncertain markets are “nirvana” for the global asset manager, which is in the midst of a turnaround.
- Updated
- James Thomson
ETFs quietly rewrite rule books amid regulatory crackdown
ASIC’s move on Vanguard for alleged misleading marketing has the rest of the ETF sector scrambling.
- Nina Hendy
May 2023
Dividends from largest companies hit record $496b
Payouts are tipped to rise to $2.5 trillion in 2023 boosted by special bonuses from the likes of Ford and VW.
- Arjun Neil Alim
Australian dividends lag global peers as mining payouts slump
Shareholder payments have failed to keep pace with the rest of the world in the first quarter thanks to the end of the mining boom.
- Alex Gluyas
April 2023
Meet the gold miner intent on proving the Burkina bears wrong
There are plenty of things to worry about in Burkina Faso. But one Australian company proves that profitability of the nation’s gold mines isn’t one of them.
- Peter Ker
July 2022
‘The deal makes a lot of sense’: Pendal investor
Washington H Soul Pattinson’s Brendan O’Dea, whose fund owns both Pendal and Perpetual shares, says asset management is now a scale game.
- Jonathan Shapiro and Jemima Whyte
June 2022
ASX falls 1.5pc as rate rise weighs on blue chips
Australian shares fell sharply on Tuesday in a decline that accelerated after the Reserve Bank raised the cash rate by more than most economists had anticipated, increasing the velocity of higher borrowing costs across the economy.
- Updated
- Richard Henderson
April 2022
Nelson Peltz eyes Janus Henderson, Beckhams tie-up
Nelson Peltz’s Trian Partners has disclosed an 18.9 per cent ownership interest in Janus Henderson, as daughter Nicola prepares to wed Brooklyn Beckham next weekend.
- Tom Richardson
March 2022
Steve Goldman retires at Kapstream Capital
Kapstream Capital portfolio manager and head Steve Goldman has handed in his resignation after 12 years at the firm.
- Anthony Macdonald, Sarah Thompson and Kanika Sood
Can the ‘Wild West’ of ethical investment be tamed?
The agencies that rate companies’ ESG credentials are unregulated, inconsistent and increasingly in demand. No wonder regulators have set their sights on them.
- Peter Ker
January 2022
Fortunes diverge for listed fund managers in manic week
GQG Partners has led a decline in ASX listed fund managers as fund inflows were not enough to prevent a 20 per cent share market slide.
- Jonathan Shapiro
September 2021
Fears grow for Evergrande after interest deadline missed
Investors are worried a collapse could pose systemic risks to China’s financial system and reverberate around the world.
- Anshuman Daga, Andrew Galbraith and Tom Westbrook
- Opinion
- Chanticleer
Fundies’ fee bonanza throws up many questions
A review of performance fees paid to leading active fund managers reveals some unusual benchmarks and generous fee structures.
- Tony Boyd