This Month
- Updated
- Investment banking
Macquarie struggles with sluggish deal activity, flags asset sales
The financial services giant told investors that its investment bank had dragged down earnings – flat on last year – for the three months to June 30.
- Updated
- Aaron Weinman
- Opinion
- Chanticleer
Macquarie investors will need patience as deal drought rolls on
Macquarie is well-positioned to win from the big shifts in markets – but the deal drought will delay those gains, despite a spring in the step of some bankers.
- James Thomson
- Opinion
- Chanticleer
Rock stars happy to discuss fixes, but super isn’t the big problem
Tinkering with super allocations is one thing, but it cannot replace our desire for bolder economic and tax reform.
- Anthony Macdonald
Who are the highest paid ASX 200 CEOs?
New research shows that ASX 100 CEOs earn on average 50 times more than the average Australian adult.
- Hannah Wootton
June
CBA has fighting words as it prepares to get one back at Macquarie
Commonwealth Bank’s move to chase $20 billion in real estate agents’ bank accounts seems bitsy, until you realise who it is going after.
- Anthony Macdonald
Brookfield’s $10b Neoen bid good news for Macquarie: JPMorgan
The tilt at the French utility was just the first example of the renewed appetite for green projects, the investment bank’s analyst Andrew Triggs says.
- Lucas Baird
May
Macquarie’s Tim Joyce puts annual conference to good use
There’s nothing like the annual Macquarie Australia conference to drive home the synergies available to the full-service investment bank.
- Updated
- Myriam Robin
- Opinion
- Chanticleer
The four key themes dominating Macquarie’s talkfest
Macquarie chief Shemara Wikramanayake is the perfect person to open the biggest investor conference of the year with the last of her issues a sleeper for a lot of us in Australia.
- Updated
- Anthony Macdonald
ANZ reveals $2b buyback; Macquarie bets on AI; Bonza backers’ plot
Read everything that’s happened in the news so far today.
Macquarie bets big on data centres in AI revolution
Shemara Wikramanayake expects the biggest tech companies to consume more data in their quest to sharpen AI platforms.
- Aaron Weinman
Macquarie goes after big four’s business lending lunch
The investment bank’s share of small business lending is only 1.7 per cent, but its $15.8 billion book grew by 22 per cent for the year and Macquarie wants more.
- Updated
- James Eyers and Lucas Baird
- Opinion
- Chanticleer
Why Wikramanayake says a tough year proves Macquarie’s growth story
Investors have been looking past the group’s big profit drop and betting that the drought in renewable energy asset sales will end. But the rebound may be bumpy.
- Updated
- James Thomson
April
Macquarie, ANZ and Canva CEOs help power Australia’s India push
Governments hope to prevent another false dawn in bilateral trade and investment by getting business to work on policy.
- James Eyers
Macquarie mails out agenda for annual shindig
Leafing through the program, a handful of CEOs stick out as candidates that should be in hot demand with fundies for one-on-one meetings.
- Sarah Thompson, Kanika Sood and Emma Rapaport
March
- Opinion
- Chanticleer
The two tectonic shifts in markets that will decide the next decade
Are we headed for a world of higher rates, lower growth and more volatility, or will AI unleash a deflationary wave?
- James Thomson
Chalmers admits growth ambitions are too low
Business leaders welcomed the treasurer’s pitch to embrace what could be a “defining decade” but questioned government policies to fix weak productivity growth.
- Phillip Coorey, John Kehoe and Jonathan Shapiro
- Opinion
- Chanticleer
Why Shemara Wikramanayake is bullish (and you should be too)
Australia has the natural advantages and economic backdrop to outrun tepid growth forecasts, but top CEOs say we must make the right decisions and the right investments. Here’s how to do it.
- James Thomson
New measures will help business assess sovereign risk in SE Asia: PM
Anthony Albanese says it is no longer a “one size fits all” approach to investing in a region, parts of which have a history of political volatility and corruption.
- Updated
- Phillip Coorey
February
Macquarie’s war on big four escalates with business lending assault
Macquarie said it had appetite to deploy its retail banking technology into the business market to grow deposits and lending against CBA and NAB.
- Updated
- James Eyers
- Opinion
- Chanticleer
Macquarie loses its great problem solver
Nick O’Kane’s pay packet always grabbed the headlines, but his real legacy is to build one of Macquarie’s most important profit engines.
- James Thomson