This Month
Ethical Partners to close, sells massive big blocks in ACL, NobleOak
Ethical Partners was the seller behind 10 per cent of ACL and just under 15 per cent of NobleOak traded by E&P Financial and Barrenjoey respectively on Thursday.
- Sarah Thompson, Kanika Sood and Emma Rapaport
The Aussie funds that beat bitcoin and big tech
It was often savvy bets at the smaller end of the market that shot the top-performing fund managers to the top of the leader table in the last financial year.
- Updated
- Joshua Peach
Newcomer Canopy Investors nabs Magellan analyst
Street Talk can reveal the boutique global small and mid-cap equities manager has brought in Magellan senior analyst Jack McManus as a portfolio manager.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Three little-known stocks driving this veteran’s mega returns
Pengana’s James McDonald discusses his blockbuster year and the ASX-listed stocks he is backing into the new financial year.
- Joshua Peach
Regal swoops on Queensland aluminium royalty, preps cash call
The Regal Resources Royalties Fund has agreed terms to acquire a 2.3 per cent uncapped royalty over Metro Mining’s Skardon River tenements.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Smiles all round at GCQ, Hyperion, Royal London
Quality global equity funds have a good story to tell as financial year 2024 performance data htis.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Wall Street’s big run has investors trying to pick the top
The No.1 question is: when will the remarkable run come to an end? Another nine days of gains (out of the past 10) only makes it more fascinating.
- Anthony Macdonald
Aussie ETFs top $200b as investors flood back to stocks
Strong performance from funds exposed to global equities are drawing investors and fund managers to the fast-growing local ETF market.
- Joshua Peach
- Opinion
- Chanticleer
How to play higher interest rates for longer in equities
Our super funds made two things clear: rates are likely to be higher for longer and equities are back in fashion. We ask some stock pickers to name their calls.
- Anthony Macdonald
Meet the fund manager doing it better than everyone else
In a market completely saturated with Aussie equity funds, Robert Gregory, a one-man band, has come out on top thanks to some cracking stock bets.
- Sarah Jones
- Opinion
- Chanticleer
Industry super has overcome its last frontier – retirees
Some of the biggest retail names – from AMP to MLC – have posted better returns than industry fund bigwigs this week. But they are coming from behind.
- Anthony Macdonald
Investors pour billions into AI start-ups, defying a downturn
The AI boom that started in late 2022 has become the strongest counterpoint to the broader downturn in technology funding.
- Erin Griffith
- Opinion
- Chanticleer
Passive funds changed markets, but Grantham’s GMO says golden rule hasn’t
Active funds managers are worried about the weight of money heading into passive funds. And they should be.
- Anthony Macdonald
- Opinion
- Chanticleer
Small caps’ wild EOFY ride exposes market’s dirty little secret
Monday’s list of worst performers looked like Friday’s best performers turned upside down. It was laughable.
- Anthony Macdonald
- Opinion
- Investing
UniSuper’s John Pearce has a warning for this financial year
Super funds and portfolio managers have ruled off on a year that was powered by super stocks. As another begins, they’re looking for the obvious trades.
- Jonathan Shapiro
GQG slashes tech exposure, here’s where it’s buying next
Brian Kersmanc was the first analyst that star stockpicker Rajiv Jain hired for his new firm. He’s now co-managing all of GQG’s strategies which are pumping out near-40 per cent returns.
- Alex Gluyas
June
High-speed traders, short sellers face Asia crackdown
Regulators are tightening the screws on hedge funds as stocks slump in an apparent attempt to stabilise markets. Not everyone is convinced.
- Winnie Hsu, John Cheng and Youkyung Lee
Marketboomer secures capital injection from Salter Brothers
Salter Brothers’ equities team originated and structured the transaction, while the Tech Fund led the investment.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Doug Tynan��s GCQ doubles down on distribution with new hire
The $800 million equity shop has tapped a Franklin Templeton sales director to spearhead its distribution efforts in Victoria, Tasmania and Western Australia.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
How a shake-up could unlock $40b for Rio Tinto investors
BHP cleaned up its outdated corporate structure and can now do things like bid for Anglo American. There is pressure building on Rio Tinto to consider doing the same.
- Anthony Macdonald
