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Shares

Yesterday

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CBA slide nears 10pc; Trump ambushes Powell; Is yours a top super fund?

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

CBA’s share price soared almost 25 per cent this year. But the country’s biggest bank has seen some $30 billion wiped from its market capitalisation since that peak in June.

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.

This Month

Bennelong’s Doug Macphillamy, QVG’s Chris Prunty and Firetrail’s Matthew Fist are the top-performing small caps fundies of FY25.

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.

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Macquarie CFO exits; Fortescue hits record; Magnificent seven era ends

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

Regal’s Phil King.

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.

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Acadian’s Zhe Chen, Ausbil’s Nicholas Condoleon and Chester’s Rob Tucker were crowned as the top-performing fund managers in FY25.

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.

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 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.

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.

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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.

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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 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.

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.

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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.

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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.

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