Today
- Opinion
- Chanticleer
What Morgan Stanley’s new boss needs most
Ted Pick, who takes over from James Gorman on January 1, will be hoping the new year brings calm to global markets. But right now, that’s hard to see.
- 27 mins ago
- Opinion
- Chanticleer
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.
Yesterday
- Opinion
- Chanticleer
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
- Opinion
- Chanticleer
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.
This Month
- Opinion
- Chanticleer
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
- Opinion
- Chanticleer
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?
- Opinion
- Chanticleer
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.
- Opinion
- Chanticleer
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.
- Opinion
- Chanticleer
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
- Opinion
- Chanticleer
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.
- Opinion
- Chanticleer
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
- Opinion
- Chanticleer
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.
- Opinion
- Chanticleer
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
- Opinion
- Chanticleer
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.
- Opinion
- Chanticleer
The pressure on Brookfield to lift Origin bid just went up
A valuation metric in the independent expert’s report into the $18.7 billion Origin takeover looks set to put more pressure on Brookfield to lift its offer.
- Opinion
- Chanticleer
Whitehaven’s $6b coal deal is about taking risk off the table
A deal to buy two Queensland mines from BHP is a potential game changer for the coal-mining company.
- Updated
- Opinion
- Chanticleer
RBA’s housing pain drives PEP’s and Mirvac’s $1b bet
The RBA is growing increasingly worried that the housing crisis will last years. Mirvac and Pacific Equity Partners are betting it will.
- Updated
- Opinion
- Chanticleer
The curious case of Goldman Sachs’ pay jump
Angst with Goldman CEO David Solomon appears to have stemmed from pay cuts at the bank last year. That’s now reversing, despite an uncertain outlook at the bank.
- Opinion
- Chanticleer
MA Financial’s big shift raises two fascinating questions
While Andrew Pridham’s firm’s roots are in investment banking, its growth is being made possible by the disruption of the commercial banking sector.
- Opinion
- Chanticleer
‘Still at the beginning’: Blackstone says property shakeout coming
Blackstone’s Kathleen McCarthy says the usual signs of pain in the sector are only now emerging. But she’s confident the giant is well-placed.
