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Chanticleer

Today

Property buying and selling intentions are at multi-year lows.

The canniest way to invest in Australia’s busted housing market

Anthony Albanese’s house purchase underscores the grim reality facing many buyers. This entrepreneur wants to help – and make big returns for his investors.

  • 43 mins ago
  • James Thomson
Cliff Asness says markets are getting less efficient.

Wall Street icon Cliff Asness says investors must change one key thing

The billionaire co-founder of US financial giant AQR says markets have become less efficient, but that could help rational investors. 

  • James Thomson

Yesterday

Chairwoman Catherine West has promised to fix the cultural mess.

Nine Entertainment’s cultural crisis exposes its hypocrisy

The disgusting and systemic cultural failings at Nine have left acting chief executive Matt Stanton and chairman Catherine West in an invidious position.

  • James Thomson
NSW casino regulator Philip Crawford.

All this drama at Star for a slap on the wrist and $15m fine?

The casino group gets one more chance in Sydney, but is far from being out of the woods. It could go broke if it doesn’t secure a big new backer by this time next year.

  • Anthony Macdonald
The private credit sector needs more scrutiny, given the information gaps facing regultors.

Revealed: How much Australia’s private credit sector is really worth

The industry’s risks to Australian financial stability are low, the RBA says. But plenty of information gaps remain, and regulators are playing catch up.

  • James Thomson
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Private equity stakes are being sold at hefty discounts.

A private equity pain gauge hasn’t been this high since GFC

The great private equity squeeze is resulting in assets being sold on so-called secondary markets for hefty discounts. 

  • James Thomson

This Month

AustralianSuper’s Jason Peasley says the fund has committed to new data centre investments in the United States, Europe and Australia in the past year.

AustralianSuper’s new $2.2b bet pours fuel on data centres blaze

Shut the gate, the super giant has completed a rare trifecta in Australian deals. And it is in powered property shells, of all things.

  • Anthony Macdonald
A crystal ball is no guarantee of investing success.

These investors were given a crystal ball. It didn’t help

Reckon an early look at tomorrow’s front page might help you make profitable trades? You might be surprised.

  • James Thomson
Bank of Queensland CEO Patrick Allaway is facing serious structural challenges.

The mortgage wars are back. This bank is a casualty

Competitive intensity in the home loan market is stepping up again. The beleaguered Bank of Queensland is deliberately staying on the sidelines.

  • Updated
  • James Thomson
Outgoing Super Retail chairwoman Sally Pitkin has delivered a hospital pass to her replacement, Judith Swales.

Super Retail’s legal mess is an own goal

Super Retail Group’s failure to settle an ugly legal drama over whistleblower claims is creating a mess its new chairwoman will have to deal with.

  • James Thomson
The big four banks should be the big five as far as mortgage competition is concerned.

Mortgage wars rumble as Macquarie has a crack at fixed rates

There are easier ways for bankers to make a buck than selling fixed-rate mortgages, yet Macquarie is trying its luck.

  • Anthony Macdonald
What is the hottest sector? Foot traffics at the Citi investment conference will make that clear.

The hottest theme in Australian markets, as voted by 800 investors

Foot traffic and requests for one-on-one meetings do not lie. This year’s hot commodity is an intoxicating blend of AI, tech and real assets.

  • Updated
  • Anthony Macdonald
The election race between Donald Trump and Kamala Harris is about to gather pace.

Buckle up for a bumpy ride as US election gets more unpredictable

Even those with experience and expertise in reading political tea leaves and making conviction calls say this one’s “really a toss-up”.

  • Anthony Macdonald
The bull market has entered a third year with the melt-up in full effect.

Why the bull market can keep running for a third year

Record highs in Australia and on Wall Street have marked the start of the rally’s third year. The biggest risk is that investors seem to see little risk at all.

  • James Thomson
John Gillam, the new chairman of Lendlease.

Lendlease investors backed Vik Bansal for chairman’s role

The property giant’s share registry remains polarised, and the appointment of chairman John Gillam has become a new flashpoint.

  • James Thomson
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The banks’ big profits make them an easy target. But we’re not sure this one will stick.

This card surcharge crackdown won’t solve cost of living crisis

It would be great for shoppers if the RBA and the competition watchdog found widespread rorting of payment surcharges. But don’t hold your breath.

  • Anthony Macdonald
Virgin chief executive Jayne Hrdlicka has had a good few weeks.

Virgin earnings provide fresh clues on what the airline is worth

The airline’s results suggest Jayne Hrdlicka has taken advantage of Qantas’ distraction.

  • James Thomson
Macquarie’s Ani Satchcroft and her team sold AirTrunk in August and signed a $5.25 billion deal to add TPG’s fibre into Vocus Group over the weekend.

Macquarie’s private equity job at Vocus hits $5.25b peak

Macquarie is again pushing the boundaries of what it means to be an infrastructure investor in Australia.

  • Anthony Macdonald
Outgoing Lendlease chairman Michael Ullmer with his successor, John Gillam.

From Bunnings with love: New Lendlease boss wants reset, then growth

New chairman John Gillam has backed chief executive Tony Lombardo to oversee the turnaround. Long-suffering investors will want to see accountable results.

  • James Thomson
Former AFL chief executive Gil McLachlan is yet to unveil his strategy for Tabcorp.

Tabcorp’s silent hands reveal how activism really works

As AGM season ramps up, the behind-the-scenes discussions happening at Tabcorp are a rare example of how shareholders shape corporate Australia.

  • Anthony Macdonald

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Paula Hitchcock and her husband Nassib Thoumi leave court after Wednesday’s decision.