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Origin Energy’s Frank Calabria has overseen the group’s return to more normal levels of profitability, fuelling calls for Brookfield and EIG Partners to pay more.

Inside Origin’s $18.7b game of M&A bluff

Origin Energy’s takeover is unlike any major deal we’ve seen in the past decade. The ball is firmly in Brookfield and EIG’s court.

  • 1 hr ago
  • Anthony Macdonald

Near-record house prices can’t disguise a broken market

With house prices on pace to set new all-time highs, Australia’s affordability crisis is deepening. NAB chief executive Ross McEwan says a key solution will underpin urgent action. 

  • James Thomson

Yesterday

Endeavour Group chairman Peter Hearl.

Endeavour Group peace only comes with a scalp – the chairman’s

The hotels and pub group’s board will have the numbers at its AGM next week. But chairman Peter Hearl has two choices: claim a fleeting victory or read the room.

  • Anthony Macdonald
Brad Banducci says mortgage holders are under pressure, but the pain is spreading to renters, too.

What 680,000 toy cars tell you about interest rate pain

Woolworths CEO Brad Banducci says mortgagees and renters are hurting. But Wednesday’s inflation surprise leaves the RBA facing the prospect of lifting rates several times.  

  • Updated
  • James Thomson
Andrew Formica has moved quickly to put his stamp on Magellan.

Magellan chairman’s brutal reset starts with CEO’s exit

Andrew Formica has ended the tenure of David George, as well as the latter’s ambition of getting the funds under management back to $100 billion.

  • James Thomson
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This Month

RBA governor Michele Bullock made her maiden speech as governor in Sydney on Tuesday night.

Bullock squares up for inflation fight in first speech

It took only two minutes for Michele Bullock to refer back to Philip Lowe’s warning about high inflation. She is staying the course.

  • Anthony Macdonald
Ali Dibadj says rocky markets should be “nirvana” for an active manager.

Janus Henderson CEO’s three planks for risky markets

Ali Dibadj says uncertain markets are “nirvana” for the global asset manager, which is in the midst of a turnaround.

  • Updated
  • James Thomson
Santos chief executive Kevin Gallagher has been meeting with investors.

Big oil’s $179b deal spree adds to push for action at Santos

Exxon and Chevron’s mega-mergers are a sign big energy companies are moving to cash in on the sector’s ‘golden sunset’. Can Santos do the same?

  • James Thomson
Bill Ackman has closed his bond short, warning of a slowing US economy.

How Bill Ackman set off a wild night on markets

The legendary Wall Street hedge fund billionaire announced that he had covered his short in a night of bond market turbulence where the 10-year Treasury yield hit 5 per cent before plunging.

  • James Thomson
There are three Australian IPOs in front of investors this week, but they are all on the small side.

Two things holding back Australia’s IPO market

It’s another year of what could have been for new listings on the ASX. The only way to end the drought is to cut prices.

  • Anthony Macdonald
John Neal sees demand for cyber and intellectual property insurance on the rise.

Think geopolitics is risky now? Insurance guru John Neal says just wait

A slew of huge elections in 2024 is heightening risks for corporates, according to former QBE and current Lloyd’s of London boss John Neal.  

  • James Thomson
The private equity sector is looking for safe ports amid an interest rate storm.

Why boring is beautiful amid private equity’s ‘exit crunch’

Surging interest rates are a threat to private equity returns, but the boss of this $16 billion giant says there are pockets of safety to be found.  

  • Updated
  • James Thomson
Surging bond yields may have finally hit the ASX.

The ASX 200 has gone nowhere for 16 years

It’s not just bond yields testing levels not seen since just before the GFC. The ASX 200 is back where it was in November 2007, as Wall Street faces a crucial test.

  • James Thomson
Bankers are watching political relations between China and Australia thaw, but say it is too early to count on an increase in Chinese investment just yet.

More thawing needed to tempt Aussie bankers to Shanghai’s bars

A decade ago, a bankers’ roadshow wasn’t complete without a stop in the Chinese capital and financial hub. They were the good old days of restaurants in high places.

  • Anthony Macdonald
Zeb Rice, co-founder at VC investor King River Capital, says Australia is missing a golden opportunity to foster AI businesses.

Why there will never be a Canva or Atlassian from Aussie AI

“I’m seeing way more exciting stuff in the US,” says Zeb Rice, a venture capital investor targeting AI start-ups in Australia and the US.

  • Anthony Macdonald
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Charles Emond says investors are overlooking two big risks for global markets because most have not experienced them before.

This investment giant says you’re underplaying two risks

The CEO of a $489 billion pension giant says investors don’t pay enough attention to stagflation and geopolitics. In a complicated world, “Australia stands out” for investors.

  • Updated
  • James Thomson
Suncorp CEO Steve Johnston needs to get the ANZ deal over the line.

Queensland wants its voice heard in battle over ANZ-Suncorp deal

The Queensland government wants the public benefits it secured from the ANZ/Suncorp deal put front and centre as the Australian Competition Tribunal reviews the deal.

  • James Thomson

How Gina Rinehart silenced Liontown’s roar

After a tumultuous week, Liontown has managed to lock in a debt and equity package to fund its flagship mine. But the shadow of major shareholder Gina Rinehart hangs heavy over the company.

  • Updated
  • James Thomson
RBA governor Michele Bullock faces a tough decision next month.

War, house prices and Aussies with two jobs: big forces are colliding

Rising oil prices, higher bond yields and persistently high house prices are colliding with signs of economic pressure.

  • James Thomson
David Thodey will face demands from RHC shareholders to focus on Australian operations.

Why Ramsay investors want Thodey to split it up

David Thodey is a potential catalyst for change at Ramsay Health Care. Will he make it happen?

  • Updated
  • Anthony Macdonald

The Australian Financial Review Magazine

BOSS Financial Review

British beauty entrepreneur Sarah-Jane Duncanson “Trinny” Woodall at the Park Hyatt, Sydney.

Life & Leisure

Living it up, but not at The Ritz: Raffles London at The Old War Office has been restored to full baroque Edwardian elegance.

Rich List

Chemist Warehouse paid $364m in dividends in the last 12 months.