NewsBite

Shares

Today

AustralianSuper’s Shaun Manuell oversees the biggest active equities portfolio in the country, worth about 3.2 per cent of the entire ASX.

AusSuper’s Manuell on why big super funds should be active investors

Australia’s biggest active share investor speaks out about investment choices, dual-class shares, the future of the ASX and even Macquarie’s pay.

Earnings on the ASX are expected to fall for a second year with rate cuts yet to boost consumer spending.

Sharemarket ‘melt-up’ to hit pause as profits drop

UBS says earnings for the ASX 200 will fall for a second financial year as mining and energy results tumble.

xx

NAB boss’s admission; Why Ray Dalio’s right; Aussie city set to shine

Read everything that’s happened in the news so far today.

Bank shares have stopped running - will it last?

The ASX’s big market shift really might be playing out

FY26 is already looking much better for benchmark-aware active equity managers.

Yesterday

xx

Why the RBA held rates; Insignia’s $3b deal; Wall St guru buys dip

Read everything that’s happened in the news so far today.

Advertisement
Insignia Financial CEO Scott Hartley.

Insignia undervalued by public markets, says CEO after $3.2b takeover

All-cash private equity deal will put an end to the uncertainty that has hung over the 180-year-old wealth management giant amid a protracted takeover tussle.

This Month

Franking credits are no good in a company’s back pocket.

Franking frenzy: The push is on for dividend treats

Tax system changes are in the zeitgeist and hanging over companies’ decisions. There could be money for investors.

Super Retail boss Anthony Heraghty holds fewer shares than he used to.

The other CEO-HR affair causing pain at Super Retail

Secret workplace affairs rarely end well. Particularly between CEOs and their HR chiefs.

Fundies and analysts say ASX travel stocks like Web Travel Group, SiteMinder and Corporate Travel offer better value than the two major airlines after coming off in the last year.

Tourism stocks have been on a one-way trip down. Is it time to buy?

Fund managers and analysts are split about the prospects for travel and transport businesses. But there are some big opportunities for adventurous investors.

xx

ASX drops 1.1pc; Seek sued by rival; Macquarie’s grand new theory

Read everything that’s happened in the news so far today.

Lynas-owned Mt Weld is Australia’s flagship rare earths mine.

Little Aussie miner pushes back on Chinese control of critical minerals

An announcement by ASX-listed Tivan is a small example of the effort to build supply chains independent of China.

A pedestrian on Wall Street in New York. Results from major American corporations will set the tone for the market, and drive local shares this week.

ASX to fall, but week hinges on RBA speech and Wall Street earnings

Investors will be watching for dovish sentiment in central bank commentary and results from Alphabet and Tesla, as the local benchmark points slightly lower.

Fund managers said the gloomy earnings view is overly backward-looking and doesn’t account for shifting dynamics in the resources sector.

Fundies shrug off worries that ASX earnings will slide for third year

Despite a soaring sharemarket, Morningstar has warned ASX 20 profits are still falling. But major investors see a rebound taking shape, helped by commodities.

xx

ASX hits 8700; BHP’s $2.6b blowout; Behind email that blew up Minters

Read everything that’s happened in the news so far today.

Franking cfedits can turbocharge dividends paid by companies to SMSFs.

This massive handout could pump your SMSF up by $665,058

SMSFs get a huge income boost from the franking credits paid on ASX dividends. Here are eight to consider.

Advertisement
SG Hiscock’s Philllip Li.

Here’s one ASX gold miner that is tipped to re-rate

SG Hiscock’s Phillip Li names one of the last remaining cheap gold stocks that’s set to soar and explains why he backs Qualitas.

xx

Jobless rate rises; Square Peg’s hot AI stake; Trump slams MAGA

Read everything that’s happened in the news so far today.

xx

Tariffs hit ASX; Labor should ignore Trump; Fundies snub ‘sell’ signal

Read everything that’s happened in the news so far today.

xx

RBA’s radical surcharge ban; Tyro tanks; 21 stocks to avoid profit drought

Read everything that’s happened in the news so far today.

Investors need to hunt for green shoots as the ASX profit drought rolls on.

The ASX is in a profit drought. These 21 stocks can help avoid it

Australia’s sharemarket is about to notch a third straight year of falling profits and 2026 doesn’t look much better. But investors can dodge the losses.

Original URL: https://www.afr.com/topic/australian-shares-5uq