11+ hour, 24+ min ago   (99+ words) afr.com A former prominent Sydney banker linked to the collapse of an $833 million hedge fund had previously pitched another foreign exchange trading strategy to investors that projected annual returns of 30 per cent with minimal downside risk. A former business…...

1+ day, 49+ min ago   (97+ words) afr.com Australia’s stock pickers have been told they must adapt or die as superannuation funds allocate more money to cheaper index-tracking quantitative and passive funds, and threaten their rock-star standing in Australia’s $3.3 trillion public equity market. After a shocking…...

22+ hour, 43+ min ago   (99+ words) AFR Two super funds, an asset consultant and four fund managers debate whether Australia’s public equity markets and its biggest players are working as they should. Big superannuation funds have built in-house equities teams and shifted huge amounts of money…...

1+ day, 3+ hour ago   (72+ words) AFR If you told a room full of cautious fund managers in early 2024 that the trade of the year would involve an ugly-cute, teeth-baring monster doll from Beijing, they’d have politely shown you the door. Sentiment towards China then wasn’t…...

1+ day ago   (95+ words) AFR Stock pickers must keep believing that the forces reshaping the ASX and smashing their performance are going to turn, eventually. TV’s most famous coach, Ted Lasso, had a sign that simply said “Believe” in his change rooms. Maybe it’s…...

1+ day, 4+ hour ago   (98+ words) The great irrational mispricing is real in commodity markets AFR Time and again we see investors abandon assets at the wrong point in the cycle. Like now, where an under allocation to gold and hard assets is illogical. One of…...

1+ day, 53+ min ago   (77+ words) Pacific Equity Partners Tony Duthie steps into his ‘venerables’ era AFR Major changes are on the horizon for storied dealmaker Tony Duthie, once viewed as heir apparent at the country’s biggest private equity firm Pacific Equity Partners. Duthie, who joined…...

2+ day, 23+ hour ago   (119+ words) The chooks discuss the growing sense of panic inside Australia’s property industry, and look ahead to the next big test for markets. This week on the Chanticleer podcast, James Thomson and Anthony Macdonald examine the growing sense of panic inside…...

3+ day, 5+ hour ago   (110+ words) AFR Investors are bracing for the global bond storm to wreak havoc on still-elevated share market valuations as a sharp spike in oil prices adds to fears that the Reserve Bank will be forced to tip the economy into recession…...

4+ day, 1+ hour ago   (110+ words) AFR Investors in medical software darling Echo IQ have been left nursing significant losses after the drug authority in the United States rejected its application to commercialise its heart disease detection platform, delivering a windfall for hedge funds that had…...