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    Opinion

    Chanticleer

    Today

    New Myer boss Olivia Wirth has a mandate to move quickly to make changes.

    Myer’s new brigade imagines a future with warring Solomon Lew

    Myer’s battle with its biggest shareholder hasn’t been good for anyone, so credit to the new brigade for bringing it to a head.

    • 22 mins ago
    • Anthony Macdonald

    Yesterday

    PSP Investments’ CEO Deborah Orida has been in Australia visiting some of the pension fund’s investments, including farmers in NSW’s Riverina region.

    In Canadian giant PSP v Aware Super, who wins?

    There are very different ways to make 10 per cent a year. We compare Canada and Australia’s third-biggest super funds, with a combined $470 billion in assets.

    • Updated
    • Anthony Macdonald
    State Street Global’s Dwyfor Evans has a wider Asia Pacific remit, which a different lens on his coverage of the Australian economy. He met with superannuation funds and institutional investors in Melbourne and Sydney this week.

    Two charts show why RBA is discussing rate increases, not cuts

    Australia is in pretty rare company and that’s not necessarily a good thing. What the bank needs if it is to stamp out goods inflation is a stronger Australian dollar.

    • Anthony Macdonald

    This Month

    Neil Howe says the world is building towards a climax. “This book is not about where we want to go, it’s about where we are going – whether we want to go there or not.”

    Why the favourite demographer of market gurus predicts catastrophe

    History says something really ugly is coming, according to Neil Howe. Investors need to be ready.

    • James Thomson
    Reserve Bank governor Michele Bullock is walking a fine line balancing interest rates and inflation.

    Bullock v the burritos: $3b float speaks to the RBA’s nagging problem

    Central banks have a problem: rate hikes are slowing the economy, but a wealth effect from housing and shares is keeping inflation sticky.  

    • James Thomson
    Advertisement
    Nice little earner: The ASX debut of Guzman y Gomez provided a financial windfall for co-CEOs Steve Marks and Hilton Brett, and early backer Tom Cowan of TDM Growth Partners.

    Winners are grinners at Guzman y Gomez, but real test to come

    TDM Growth Partners’ initial $40 million bet has delivered a massive return. But while first-day profits are nice, it’s long-term success that counts. 

    • James Thomson
    Other company directors are looking at National Australia Bank chairman Phil Chronican and his board for lessons on CEO Ross McEwan’s succession.

    The key person in NAB succession wasn’t the new CEO

    National Australia Bank’s handover to new CEO Andrew Irvine is being held up as the new gold standard in succession planning. Chairman Philip Chronican explains how it went down.

    • Anthony Macdonald
    Office property valuations may not have hit the bottom just yet.

    Why the office property market is still in real pain

    Sliding valuations in Australian office real estate means the debate about whether the sector has hit the bottom will rage on. 

    • James Thomson
    Going hungry: there is a general reluctance in Australia to support new floats, so the likes of GYG are getting creative.

    Guzman’s three FOMO factors put life into IPO market

    As soon as you walked into the listing ceremony on Thursday, you could tell the stock was going to pop. It’s time to dust off those float candidates.

    • Anthony Macdonald
    Guzman y Gomez bosses Hilton Brett and Steven Marks will expand in South Australia via Viva Energy.

    This ASX giant is a secret winner from Guzman y Gomez float

    As Guzman y Gomez prepares for one of the most hyped floats in years, a $5 billion ASX giant is watching on with interest. 

    • James Thomson
    Feeding frenzy: Guzman y Gomez co-founder and CEO Steven Marks, and TDM Growth Partners founder Tom Cowan.

    How the market lost its mind over the Guzman y Gomez float

    The reaction to the fast-food group’s IPO has startled many market watchers. But strip away the memes, hoodies, bulls and bears, and it’s all about valuation. 

    • Updated
    • James Thomson
    The $3.9 trillion super sector underpins the ASX.

    How to feed super funds Australian shares while they’re hungry

    It’s good to see someone think about the huge and growing pile of Australian superannuation money, and the need to give funds more ways to invest in public Australian equities.

    • Anthony Macdonald
    Is Peter Dutton serious? That’s the debate playing out in boardrooms.

    Nuclear debate healthy, shame about the timing

    It turns out Peter Dutton is deadly serious about sparking an energy debate. But is this really about nuclear? Big business is scratching its head.

    • Anthony Macdonald
    Nvidia chief executive Jensen Huang keeps delighting the market.

    Why Nvidia’s rise is stunning – and scary

    It’s no surprise Nvidia has become the world’s most valuable company, but it’s 43 per cent surge in just a month suggests emotion is driving the stock – and the broader market.

    • James Thomson
    TCorp CIO Stewar Brentnall will oversee the merger of six investment funds into a new $47 billion OneFund.

    NSW’s new $47b fund loads up on equities to chase returns

    NSW’s TCorp will combine more than six funds into one big fund and shoot for higher returns. It will lean on equities to do the heavy lifting.

    • Anthony Macdonald
    Advertisement
    Michele Bullock is waiting for more clarity on inflation.

    RBA’s narrow path is getting narrower. Blame the housing market

    The RBA’s concern is that rising household wealth – thanks in large part to strong house price growth – could keep inflation stickier than it wants.

    • James Thomson
    It’s bankers, lawyers and fund managers at 10 paces with the $1 billion MMA Offshore up for grabs.

    A PE firm, two profit updates, and a $1b deal hanging by a thread

    At stake is the future of back-from-the-almost-dead vessels owner MMA Offshore, which is rollicking after a life-saving recapitalisation.

    • Anthony Macdonald

    ‘I don’t think you can trust me at this point’: CEO’s startling call

    Brett Woods has a new plan from the Stokes family playbook and some solid market tailwinds at his back. But it will take time to win Beach Energy investors back.  

    • James Thomson
    The next wave of capex in Australia will come from a different place than before.

    15 ASX stocks that can win from a new capex ‘supercycle’

    The twin peaks of population growth and Baby Boomer spending have insulated sharemarket investors against rate hikes. Now a new tailwind is emerging. 

    • James Thomson
    Betashares co-founder and CEO Alex Vynokur is planning big growth.

    Story of change in rise of Betashares, decline of Perpetual and AMP

    The shift from active to passive management is changing the face of Australia’s financial sector. Unaffordable housing could shift things again.

    • James Thomson

    The Australian Financial Review Magazine

    BOSS Financial Review

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    Tax cuts will prolong rate pain: directors

    • Patrick Durkin and Sally Patten

    Life & Leisure

    Just 250 Bugatti Tourbillons will be made.

    Rich List

    Shaun Bonett is the Rich Lister who controls Prezzee, a gift card provider.