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Stock picking

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Stockpickers face growing competition and pressure on fees from lower-cost investment managers.

Australia’s rock star stock pickers need a better 2025, they might not get one

As billions flow into superannuation giants and exchange-traded funds, the ASX-listed homes to rock star stock-pickers will need to evolve or perish.

  • Clancy Yeates

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Higher inflation in the US has financial markets accelerating their expectations of cash rate increases.

These rock-star stock picks could get markets talking next year

From a travel agency battling COVID blues to a Spanish company with 100,000-odd cell towers, you never know where the next big thing might come from.

  • Elizabeth Knight
Magellan chief executive David George is pursuing a goal to reach $100 billion in funds under management by 2027.

Magellan shares hit 10-year low as it continues to bleed funds

The fund manager’s share price plunged by almost a fifth on Friday after it said investors pulled another $2 billion from the company last month.

  • Millie Muroi
Magellan CEO David George will mark one year in the job next week.

The $100b question: What’s ailing fund manager Magellan?

The hit from rock star stock pickers leaving the business is largely in the past. But the fund manager still faces a long road to regain investor confidence.

  • Clancy Yeates
Bega CEO Pete Findlay

The billion-dollar cheese: Should Bega be in investors’ shopping basket?

Bega Group makes some of Australia’s most beloved brands – but can it convince investors it’s a good buy, too?

  • Jessica Yun
Wind turbines.

Five long-term stock picks from Australia’s biggest funds

Five fund managers at some of Australia’s largest investment firms have given their best stock picks for investors looking over the long term.

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A surprisingly strong jobs report showed that employers are continuing to hire despite worries about a possible recession.

The Wrap: Tech and miners drag shaky ASX 1.1 per cent lower

The local sharemarket has slipped after Wall Street capped off a winning week with a sputtering finish.

  • Angus Dalton
Solomon Lew has earned himself a big reputation after a long run of savvy business transactions.

Can Solomon Lew keep shooting the lights out at Premier?

With inflation soaring and tough times on the horizon, can Solomon Lew’s Premier Investments, which has the likes of Smiggle and Peter Alexander in its stable, keep performing?

  • Dominic Powell
Nikki Thomas, portfolio manager, Magellan.

McDonald’s in, Netflix out: The new face of Magellan reveals her picks

Magellan’s global equity fund, co-managed by Nikki Thomas, will be a key influence on whether the embattled money manager can turn things around.

  • Clancy Yeates
Locally produced vaccine vials coming off a Melbourne production at CSL’s Seqirus last year.

Shares take a hit, but is CSL still a good growth opportunity?

The nation’s most well-known biotech export is focused well beyond the pandemic, a period that gave it the kind of exposure money can’t buy.

  • Emma Koehn

Original URL: https://www.watoday.com.au/topic/stock-picking-1mp8