This Month
Guzman y Gomez appoints Kmart and Target executive as new CFO
Backed by TDM Growth Partners, Barrenjoey and Aware Super, the company is attempting to end a period of leadership instability ahead of an ASX listing.
- Primrose Riordan
What these fundies want to buy in 2024
After the most rapid interest rate hiking cycle in decades, experts agree on one thing: investors need to do their research, more than ever.
- Lucy Dean
- Exclusive
- Hedge funds
Hedge funds divided on CSL as Perpetual and Pendal place opposing bets
Portfolio managers within the same wealth giant are at odds over the outlook for one of the ASX’s largest and widely held stocks.
- Joshua Peach
- Exclusive
- Food & drink
Guzman y Gomez’s owners step in amid executive exodus
Despite the internal turmoil, TDM Growth Partners says the Mexican food restaurant chain could be valued at more than $2 billion, and an IPO is still on the cards.
- Primrose Riordan, Carrie LaFrenz and Max Mason
November
Fundies prepare for small-cap revival after two-year struggle
A flurry of new fund launches specialising in smaller companies are hitting the market as asset managers prepare for the US tech mega-cap fever to finally cool.
- Joshua Peach and Joanne Tran
- Exclusive
- Food & drink
How Guzman y Gomez bungled its grand plans to be the next McDonald’s
Documents filed with a California court reveal how ex-managers allege the Mexican-themed restaurant chain sent its boss to a “cult-like” life coach.
- Primrose Riordan
‘Act now’: Origin retail shareholders hounded ahead of pivotal vote
The Origin board has mounted a multichannel effort to engage the critical voting block ahead of Thursday’s pivotal vote.
- Sarah Thompson, Kanika Sood and Emma Rapaport
October
How women beat men in picking stocks
Female investors who adopt higher-risk strategies are outperforming men, a study of wealthy Australian traders has found.
- Joanna Mather
September
Successful companies ‘inevitably’ targeted in China: GQG’s Rajiv Jain
The fund manager says state-owned companies are a better bet than private entrepreneurs, citing what happened to Alibaba as an example.
- Primrose Riordan
A robot beat Australia’s top fundies (but it still can’t count)
A three-month experiment comparing a portfolio of stocks chosen by ChatGPT and Bard delivered mixed results, and lessons for investors.
- Lucy Dean
August
Can you afford to retire early?
This couple plans to do it on $585,000, but the number will vary depending on what your goals and lifestyle are.
- Lucy Dean
July
Meet the 11 rising stars from fund management’s ambitious next gen
These next-generation fund managers have a talent for picking stocks and a passion for investing.
- Updated
- Emma Rapaport
June
- Opinion
- Sharemarket
This way of buying Aussie stocks is more likely to bring you winners
Sick of getting exposure to the biggest companies on the index and missing out on big gains from smaller players? This is how to avoid that over-exposure.
- Ben Smythe
Why genuine robo-advice remains a myth
Your financial adviser might already be dabbling in ChatGPT, but an AI-enabled advice experience still seems some way off.
- Matthew Smith
The AI stocks that offer smart investors opportunity
Nvidia, Microsoft, Salesforce, Adobe and Australian tech giant Canva are all flagged as businesses that can harness AI to improve products and grow profits.
- Tom Richardson
May
Ausbil chief’s top stock picks for a low growth market
Market veteran Paul Xiradis advocates for “well-managed” blue chips in a tough trading environment.
- Aleks Vickovich
The renewables tech everyone wants a piece of
Battery technology, both to facilitate large-scale energy use and for vehicle electrification, is where investors are looking for outsized returns.
- Matthew Smith
April
Strategies to save your portfolio when markets crash
Analysis of 12 equities plunges over 40 years shows what to do – and what to avoid – when the going gets rough.
- Duncan Hughes
January
Norway’s wealth fund loses 14pc as inflation, war hit markets
The world’s biggest single owner of equities lost more than $200 billion in 2022, its biggest loss since the 2008 financial crisis.
- Kari Lundgren
January
- Exclusive
- Investing
These market-beating fundies see boom times for oil and gas
Regal Resources’ 55 per cent return elevated it to the best Australian strategy in any category last year. This is how the top managers from Totus, 4D and Lazard beat the market.
- Updated
- Vesna Poljak
