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Jonathan ShapiroFinancial Review |
Ownership Matters has told its clients they should not support the tie-up amid worries it might encourage more disclosure-light deals.
The guiding principle that has guided billions of dollars of institutional capital into private assets might not actually exist. That’s led to...
There’s a major crisis of confidence in the asset class that could soon engulf Australia. Before it does, we need to do some major soul-searching.
Federation was a proven and pedigreed investor that won the backing of institutions and analysts. So how did it blow up two-thirds of its flagship...
The fear that AI will threaten the monopolies of the online property platforms has destroyed billions of dollars in a matter of weeks.
The big end of town is struggling to make reliable predictions. Retail brokers are turning that into a massive, and worrying, money spinner.
How do you value a company mired in an accounting scandal? Corporate Travel’s major shareholders are grappling with this difficult question.
To finance the AI gold rush, the most profitable companies in history are assessing the nation’s pool of fixed income capital.
So far, most attempts at betting against artificial intelligence have backfired as Silicon Valley giants have sucked up capital and driven markets...
Long dwarfed by lending operations, institutional divisions have steered clear of the limelight. But soaring demand for credit deals is creating...
Until last week, a Melbourne Cup Day rate cut was a sure bet. Now we’re not even sure the next move will be down. So why did we all believe rates...
Is Rajiv Jain a dead man walking, or will he be the last man standing? The star fund manager’s reputation, wealth and business is wagered on an AI...
ASIC chairman Joe Longo is in Washington DC and New York this week, discussing private credit and a dearth of IPOs with regulators and Wall Street...
A former Future Fund investor aims to rewrite the rules on how the California Public Employees Retirement System manages money. Others may be forced...
A renewable energy giant faces a dual crisis: the political winds are blowing in the wrong direction while the actual winds aren’t blowing at all.
The corporate regulator unleashed a banker and a credit analyst on Australia’s private credit sector to find the good, the bad and the ugly. They...
The hedge funds that piled into the Santos takeover bet have lost a lot of money. But more pain has been felt elsewhere.
The bank’s government relations team in Canberra appears to have done a stellar job shielding the board from the fallout, writes Jonathan Shapiro.
If active management is dead, someone forgot to tell Baillie Gifford, the high-growth investment fund founded in the age of horse and buggies.
Managing director Jamie Pherous has been battling short-selling hedge funds and sceptics for most of his life. But with his company now suspended from...
As the Commonwealth Bank and the Reserve Bank squabble over credit card fees, the global payments system is transforming beyond recognition.
Australia’s super scheme has exceeded all expectations, but it’s in all our interests to examine its impact on the sharemarket and whether it’s...
As the central bank’s former vice chairman, Richard Clarida has first-hand insights into the politics and communication challenges it faces in an...
Three months ago, investors were cheering the stability of their investments amid a turbulent market. Now it’s clear that there’s a cost for that...
The economist has spent three decades trying to interpret the smoke signals emanating out of Martin Place. He’s giving up the game as it’s...
The central bank defied the market in a big way. Should it be commended for doing what it thought was right, or scolded for an apparent failure in...
The RBA will almost certainly cut interest rates on Tuesday. But we don’t know which version of Michele Bullock will appear to explain the decision.
A new age of search is dawning on us, but the sharemarket can’t work out if the dominant player can maintain its status as the internet’s front door.
For all the talk about the age of market vigilantism and deteriorating public balance sheets, there’s no lack of interest in Australian state...
If Australians could fix their mortgages “US style” for 30 years as some have suggested they should, we would be staring at decade-high home loan...
The Reserve Bank of Australia has modelled three scenarios as it tries to forecast how Trump’s trade wars will influence the economy.
For over a decade the firm has been the jewel in the crown of Australian finance. But have its shareholders become too complacent about its premium...
A generation of private equity raiders has grudgingly accepted the barbarian tag. Now they stand at the gates of a multi-trillion-dollar retail...
The world’s largest sovereign wealth funds say they’re going to keep betting on America – but behind the scenes, they’re worried about the...
The past month was one of the most profound and dramatic in the history of capital markets. Yet, they are back to where they started. How is that...
It will require a lot of hope and optimism to go against a tide of panic and fear. Especially when the market feels the White House is content to let...
The private credit pioneer has won support from big funds, brokers, advisers and research consultants, but its rise has divided opinions.
Jens Nordvig built his macro research firm on sourcing and crunching data. He’s detecting profound shifts in behaviour as markets and politics...
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