Latest
ASX trims gains; Rio dives 6pc on Glencore talks, DroneShield rises
ASX set to end the week flat; Rio Tinto in talks with Glencore; Codan issues profit upgrade; Mesoblast reports sales boom; TD Securities tips February rate hike. Follow live.
Local hedge fund returns 294pc thanks to this 10-bagger
The long-short strategy was filled with a long list of gold, silver and copper stocks which surged by multiples last year. It also snagged a rare 10-bagger.
3 missing in fires; $96b Glencore gamble; BYD’s 52-second builds
Read everything that’s happened in the news so far today.
Investors see special dividend bonanza in bulging balance sheets
Fund managers are sizing up companies ranging from gold producers to retailers and banks as they search for stocks that will deliver big one-off paydays in 2026.
ASX dogs bite back, handing momentum investors a rare defeat
It is usually a good bet to simply buy the previous year’s winners. But 2025 proved very different, with the worst performers of 2024 back with a vengeance.
Fed’s Miran wants 150 points of rate cuts to boost jobs
The Fed governor said underlying inflation is likely running at 2.3 per cent, which means Fed officials have room to cut further.
Opinion & Analysis
Equity investors could not be more optimistic, and it is terrifying
As the loudest voices spruik another stellar 15 per cent year for the sharemarket, it is well worth considering – and preparing for – what could go wrong.
Columnist
Top fundies reveal 17 stock picks and the big trends to watch in 2026
Investors are likely to take a more nuanced approach towards AI-oriented stocks in the year ahead, while some have an eye on defensive sectors such as energy and health.
Columnist
The good, the bad and the ugly of corporate Australia in 2025
Bad deals, nasty numbers, big mistakes and the occasional triumph. It’s been one heck of a year for corporate Australia.
Columnist
Australia has traded its soul for the politics of envy
The Bondi tragedy is more than just a religious conflict – it is an evil wrought by envy with the exceptions and the urge to handicap success.
Columnist
Meet the Fundie
Jocks, nerds and rock stars: The best of this year’s Monday Fundie
It was another brutal year as investors navigated the chaos of US President Donald Trump, the ever inflating artificial intelligence bubble, gold’s remarkable run and some blue chip blow ups.
‘Let your winners run’: How this fundie returned 50pc in 2025
The planets aligned for small-cap investors thanks to bull market in commodities. The head of emerging companies at SG Hiscocks says the rally has just begun.
How this little-known fund is beating Australia’s top investors
Emanuel Datt is making a name for himself in the funds management industry. His early investment in Afterpay was just the start of a long list of winners.
Yesterday
Ansell drops as CEO exits; BlueScope gloves off; ICE kills mother
Read everything that’s happened in the news so far today.
These overlooked ETFs have been delivering monster returns
Gold and precious metals were the unsurprising best performers among exchange-traded funds last year. But other under-the-radar products are surging.
ASX gains as tech and health stocks jump; Ansell slumps 6pc
Shares increase slightly as technology stocks climb; Monadelphous secures about $110 million in new contracts; Ansell appoints Nathalie Ahlström as new chief executive. Follow live.
This Month
ASX inches up as Lynas surges on China export ban
Monthly CPI cools; shares extend gains; 3D Energi soars 13pc; 4D Medical and West African hit record highs; $A at 14-month top. Follow live.
Billionaire investor taught by his gran beats market with 73pc return
Michael Platt once boasted that he was the “highest-earning person in the world in finance”. A timely bet against the US dollar helped his cause in 2025.
As metal prices rip, fund managers reveal their best ASX mining picks
Money managers are positioning for another bumper year for the ASX’s mining sector. We asked Australia’s top resources investors for their most bullish bets.
Nickel hits 15-month high as Indonesian production stalls
Mining giant Vale is awaiting a key government permit in the South-East Asian nation. But the price spike will deliver little reprieve for Australian producers.
Inflation slows; Trump ‘to buy Greenland’; BlueScope’s takeover defence
Read everything that’s happened in the news so far today.
From gold to crypto, fundies name their top trades for 2026
It’s not all about gold in 2026 as investors reveal their high-conviction plays across the ASX, commodities, currencies and bitcoin.
House prices tipped to climb, defying looming rate rises
A survey of 20 economists by The Australian Financial Review suggests the property market will rise 6 per cent this year as the population surges.
Nvidia’s $6trn stock rally threatened
Nvidia shares are down about 8 per cent since hitting a record on October 29, well underperforming the S&P 500 Index, and the outlook is far from certain.
ASX in the red as banks decline; BlueScope, copper stocks rally
Shares swung into losses; SGH says its $30 a share to buy the steelmaker is a “compelling” offer; mining giants BHP and Rio Tinto jump as copper hits record; $A at 14-month high; Nvidia CEO says demand for Rubin chips is strong. Follow live.
The stocks that pushed WAM’s Active fund to a 41pc return
The listed investment company has ridden the bull market in precious metals with choice mining picks, along with a chunky position in Firmus Technologies.
BlueScope surges; Trump’s Venezuela boast; Dimon’s $1b windfall
Read everything that’s happened in the news so far today.
UniSuper’s John Pearce sees US upside for 2026 – before risks rise
The retirement fund giant’s chief investment officer said the medium-term outlook looked “negative” even as big Wall Street banks forecast another big rally.
ASX steady as Rio, BHP climb but Zip slumps
Shares flat; oil buffeted by geopolitical tensions; AACo flags “material” earnings hit; Coronado suspends coal mine after fatality. Follow Live.
Trump’s Venezuela plan risks intensifying an oil price collapse
The possible return of a South American oil powerhouse is threatening to exacerbate a supply glut that has already sent prices plunging to near four-year lows.
US eyes Greenland; Trump’s ‘Chuck Norris’ moment; Ozempic’s new use
Read everything that’s happened in the news so far today.
Equity investors could not be more optimistic, and it is terrifying
As the loudest voices spruik another stellar 15 per cent year for the sharemarket, it is well worth considering – and preparing for – what could go wrong.
Rapid, repeated interest rate rises coming this year, economists say
Almost half of the 38 experts surveyed in the Financial Review’s first quarterly poll for 2026 reckon the next move is up, and some think it will not stop there.