Today
- Opinion
- Opinion
The indicator that has Macquarie fearing a ‘downgrade cluster’
Confession season has been quiet this year, but that doesn’t mean investors shouldn’t be looking over their shoulders.
- 28 mins ago
- Anthony Macdonald
- Opinion
- Opinion
What Canva’s cringeworthy rap song really tells us
The rap song announcing Canva’s pitch to enterprise customers is all a part of the firm telling its growth story as it heads towards public markets.
- James Thomson
Yesterday
- Opinion
- Opinion
Lendlease is finally doing what its investors have been begging for
This restructuring is indicative of what big investors want this year. Simple and focused businesses are in, sprawling empires with global ambitions are out.
- Anthony Macdonald
- Opinion
- Opinion
KKR partner’s simple reason why private credit is running hot
From David Di Pilla’s HMC Capital to Pengana’s newly listed trust, private credit is everywhere you look. A 20-year industry veteran helps us understand why.
- Anthony Macdonald
This Month
- Opinion
- Opinion
Everyone hates bears right now. Here’s why you shouldn’t ignore them
Chanticleer has surveyed the arguments from six bears who see cracks in the bullish narrative pervading markets. Here’s what could go wrong from here.
- Updated
- James Thomson
- Opinion
- Opinion
Make no mistake, BHP’s Anglo dream is alive and kicking
Mike Henry has finally got what he always wanted – a chance to convince the Anglo American board of the merits of his deal. But he’s paid a hefty price to get here.
- Updated
- James Thomson
- Opinion
- Opinion
The ASX tech giant surging without jumping on gen AI bandwagon
ASX companies are scrambling to show they too have a generative artificial intelligence halo. But one of our hottest tech stocks is being far more measured.
- James Thomson
- Opinion
- Opinion
Why NSW had to underwrite Origin’s coal-fired plant
NSW cannot afford to allow Origin Energy to shut Eraring Power Station, so it has offered up a generous insurance policy.
- Anthony Macdonald
- Opinion
- Opinion
The Anglo mine BHP craves explains why a deal boom is coming
Investors expect the growing demand for copper and the surging costs of building new mines will spark a frenzy of big mining deals, regardless of the outcome.
- James Thomson
- Opinion
- Opinion
Private capital not there for nuclear dream
There’s vested interests everywhere in the energy sector, but it’s hard to find a deep-pocketed investor interested in nuclear over renewables and gas.
- Anthony Macdonald
- Opinion
- Opinion
Big China question hangs over Australia’s critical minerals sector
Geopolitical tensions between China and the West loom large over Australia’s critical minerals industry, and there are no easy answers.
- James Thomson
- Opinion
- Opinion
Why Webjet wants to let the Ferrari out of the garage
Breaking up is usually hard to do – but fed-up investors are mad for it. Webjet is jumping on the bandwagon.
- Anthony Macdonald
- Opinion
- Opinion
Lendlease change can’t stop with chairman’s retirement
The retirement of Lendlease chairman Michael Ullmer will be welcomed by the company’s small army of critics. But it’s what happens next that counts.
- James Thomson
- Opinion
- Opinion
‘How to get fit’: 400 AI projects under way as consultants start having fun
Cost avoidance has turned into cost transformation, as CEOs reshape business models to be ready to capitalise when growth return.
- Anthony Macdonald
- Opinion
- Opinion
Prospect of Lendlease writedowns impossible to ignore
It’s hard to get a good price when trying to sell assets quickly and cleanly: that’s the juggle inside Lendlease ahead of Monday’s investor day, where writedowns are on the cards.
- Anthony Macdonald
- Opinion
- Opinion
Telstra’s biggest surprise isn’t its 2800 job cuts
Telstra boss Vicki Brady is sending a message to the market: the telco must lift returns on investment, and that means hard choices.
- James Thomson
- Opinion
- Opinion
Nine signs there’s a ‘mini melt-up’ on the ASX – and 12 stocks to buy
UBS strategist Richard Schellbach says Wall Street’s relentless grind higher will inevitably flow through to the ASX, and has picked some local stocks to watch.
- Updated
- James Thomson
- Opinion
- Opinion
Star bidders need to answer one big question
That the stricken Star would attract potential bidders is no surprise. But there’s one question buyers will struggle to answer.
- James Thomson
- Opinion
- Opinion
Two things can be true in Perpetual’s shock break-up
Perpetual is trying to get shareholders to look strictly at the numbers in a bid to take emotion out of its break-up. KKR’s $2.2 billion of cash can’t hurt.
- Anthony Macdonald
- Opinion
- Opinion
The $64b question at the heart of Mike Henry’s biggest test
Key BHP investors including AFIC are supportive of the mining giant lifting its bid for Anglo American. But the question is: how much?
- James Thomson