This Month
CBA slide nears 10pc; Trump ambushes Powell; Is yours a top super fund?
Read everything that’s happened in the news so far today.
Big bank stocks have a week from hell as CBA slide nears 10pc
Is the gloss finally coming off? Fund managers have long expected a gravity-defying rally to reverse but do not expect shares to fall too far, investors warn.
The ASX small caps that catapulted Bennelong’s 41pc return
Doug Macphillamy’s Emerging Companies Fund beat 61 rival strategies tracked by Mercer for the 2025 financial year. Firetrail and QVG Capital also made the top 10.
Macquarie CFO exits; Fortescue hits record; Magnificent seven era ends
Read everything that’s happened in the news so far today.
The Regal investment making Phil King furious
Regal Partners is a top shareholder in the otherwise forgettable fund, and the manager’s proposed merger has Phil King up in arms.
After topping Mercer’s survey, fund names next ASX winners
A “contrarian mindset” rocketed Rob Tucker’s fund to a 25 per cent return in the last financial year. He’s banking on three “unloved” stocks for his next leg.
AusSuper’s equities boss has a big question for fundies
Australia’s biggest active share investor speaks out about investment choices, dual-class shares, the future of the ASX and even Macquarie’s pay.
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.
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.
The ASX’s big market shift really might be playing out
FY26 is already looking much better for benchmark-aware active equity managers.
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.
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.
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.
The other CEO-HR affair causing pain at Super Retail
Secret workplace affairs rarely end well. Particularly between CEOs and their HR chiefs.
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.
ASX drops 1.1pc; Seek sued by rival; Macquarie’s grand new theory
Read everything that’s happened in the news so far today.
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.
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.
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.
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.