Yesterday
- Opinion
- Chanticleer
Go America a kick in the guts for Australian shares, dollar
The US patriots are having a field day – and it’s hitting Australian markets hard.
- Anthony Macdonald
This Month
- Opinion
- Chanticleer
How Magellan plans to make money, without two super-hot stocks
Hamish Douglass is gone – along with plenty of clients – but the global equities team marches on with the same search for quality compounders.
- Anthony Macdonald
- Opinion
- Chanticleer
Bumpy Trump era can be boom years for Australia, investors
Australian boardrooms can’t know what his second presidency holds, but they need to be ready to seize opportunities. Change is coming.
- Anthony Macdonald
- Opinion
- Chanticleer
There can only be one winner in the ASX’s big tussle for 2025
Shares in Australia’s big banks are easily outrunning the ASX’s big miners. It will switch, it always does.
- Anthony Macdonald
The $18.4trn reason to listen to BlackRock’s three lessons in 2025
Wall Street and its biggest investors like the global investment giant influence the ASX more than anything else. That’s why you need to listen.
- Anthony Macdonald
Bridgewater sacks 7pc of staff in bid to remain ‘nimble’
The Ray Dalio-founded world’s biggest hedge fund, which manages more than $250 billion, sacked about 90 employees.
- Gillian Tan and Nishant Kumar
- Opinion
- The AFR View
Investors bet Wall Street and Silicon Valley will make US markets great
The exuberance of Australian investors may point to the sources of American exceptionalism that lie on the East and West Coasts.
- The AFR View
US stocks entering decade of disappointment
Hedge fund manager Cliff Asness looks back, as a fictional allocator from 2035, on a raft of potential investment misses.
- Timothy Moore
ASX closes higher as oil prices power energy rally; CBA lifts 1pc
Shares closed higher on Friday as energy stocks rallied for a second day, while gold miners also lifted the index. Commonwealth Bank closed 1 per cent higher.
- Updated
- Nicola Blackburn
The existential risk Australia’s rock star investors are facing
If fund managers cannot work this one out, they could be gone before the problem gets a chance to fix itself. Small shareholders and even super funds would be worse off.
- Anthony Macdonald
- Opinion
- Opinion
Stock bears are becoming extinct. Is it time to worry?
The logical answer is to stay invested but hedge your bets with some combination of bonds, options and less volatile US equities.
- Jonathan Levin
Tesla’s annual EV sales drop for first time in over a decade
The Elon Musk-led company sold 1.79 million vehicles last year, a sobering reminder of the real-world challenges for EV makers.
- Kara Carlson
Tesla stock surge runs up against a potential annual sales drop
Tesla has a lot riding on the production and delivery figures it’s expected to report on January 2.
- Kara Carlson
December 2024
S&P 500 may rise 19pc in 2025 (say forecasters that got 2024 wrong)
None of the 19 strategists tracked by Bloomberg expects the S&P 500 to decline in 2025; the most optimistic target implies a 19 per cent rally from Friday.
- Updated
- Alexandra Semenova and Sagarika Jaisinghani
ASX extends advance as market reopens after Christmas break
The benchmark S&P/ASX 200 added 40.9 points, or 0.5 per cent, to 8261.8 at the closing bell on Friday, when eight out of 11 sectors climbed.
- Updated
- Joanne Tran
ASX to edge higher as US big tech rallies
Wall Street slid briefly before recovering after data showed US consumer confidence unexpectedly sank for the first time in three months.
- Updated
- Rita Nazareth
ASX records best session in six months, as bank, property stocks rally
Bargain hunters piled into the Australian sharemarket after two days of heavy selling, pushing the ASX 200 up 1.7 per cent and sending the banking and property sectors higher.
- Updated
- Sarah Jones
This pro-Trump ETF just smashed its rivals
An exchange-traded fund created for “flag-waving conservatives” beat its political competitors this year and the benchmark S&P 500.
- Updated
- Saijel Kishan and Jeff Green
Wall Street leaps, cutting losses after a dismal week
US stocks rallied on Friday to more than halve their losses in what had been one of their worst weeks of the year.
- Stan Choe
Chook awards for 2024 and stock picks for 2025
James and Anthony bring 2024 home to roost with the Annual Chook Awards. Plus get some sharemarket tips from a fund manager with a nearly $8 billion portfolio.