December 2025
The top-tier analysts who nailed this year’s best ASX stock picks
Investors who listened to analysts pushing big bets on gold miners and defence stocks would have netted returns of as much as 600 per cent.
Fundie says market missed a trick on this online business
Ex-Magellan manager Jack McManus names a UK online car marketplace that is too cheap to ignore, and calls out another Wall Street stock that is set to rally.
Mining stocks best way to play rate hikes in 2026: Macquarie
With bond pricing now suggesting a one-in-four chance of a rate hike in Australia from as early as February, the investment bank is even more optimistic about materials.
Totus and Sage join hedge fund resurgence after market sell-off
The Sydney-based firms are among a growing list of short sellers including Bronte and L1 to enjoy a strong November as investors dumped the crowded trades.
Prime Value is backing this IPO to ride the energy transition
Prime Value Asset Management’s Mike Younger talks IPO, recent changes to the portfolio and names on stock that is tipped to go on a tear.
Top female fund managers share their stock picks
Future Generation Women fund managers from Minotaur, First Sentier and ECP share their top picks, ranging from technology companies to European banks.
ECP, Bennelong returns slump amid big Corporate Travel write-downs
The prominent fund managers have been among the biggest backers of the travel company whose shares have been suspended since August over accounting issues.
Bronte Capital bounces back: ‘Some clients thought we were idiots’
The Sydney-based hedge fund, led by veteran stock-picker John Hempton, managed to beat the market last month after a bruising year.
Here’s an ASX stock that is tipped to soar on rising gas prices
Balmoral Investors’ Wik Farwerck, a former stock picker at First Sentier, shares why he thinks Amplitude Energy is “attractively priced” and set to re-rate.
Hedge fund QVG to profit from shorting these two ASX stocks
The Sydney-based money manager told investors in its latest update that its secretive short book had benefited from betting against defence and travel stocks.
Buy copper and sell property: Here are Jun Bei Liu’s trades for 2026
The hedge fund manager says the industrial metal is the most exciting area in resources and explains why she is cautious about listed real estate stocks.
November 2025
Fund says it’s time to cash out of this AI market darling
Skerryvore’s Glen Finegan has been trimming his holdings in one tech stock that has rocketed 35 per cent this year.
CSL rout hits Australia’s biggest blue-chip investors
Some of Australia’s biggest fund managers have been among the most exposed to the sharp decline in CSL’s shares.
UBS tips ASX to rally in 2026 on a mining resurgence
The broker expects the S&P/ASX 200 Index to climb to 8900 by the end of the next calendar year, a near 6 per cent rise from current levels.
Totus joins hedge funds betting on Light & Wonder re-rating
The poker machine maker hit the hedge fund’s performance last month, but Totus is betting on a wave of passive money to drive the share price higher.
This heavily shorted ASX stock is tipped to go on a tear
1851 Capital’s Matthew Nicholas talks IPOs, Flight Centre and names one car dealer that has been largely ignored by the market, until now.
Magellan top stock picker exits amid probe into workplace relationship
Arvid Streimann had been with the funds management giant for more than a decade and was one of its key investors, overseeing its flagship global strategy.
Growth is great but it’s resilience that is the real flex for investors
The rolling crises of the past few decades challenge the fundamental tenets of investment theory, writes Future Fund chief executive Raphael Arndt.
How Armina Rosenberg is outperforming the market darlings
The co-founder of Minotaur Capital has beaten the market by looking away from the US. She names an unknown pharmaceutical company and a low-cost airline as stocks to watch.
The 9 hottest stock tips from this year’s Sohn fund managers
Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.