This Month
Betashares in talks to acquire two managed accounts businesses
Betashares is negotiating two separate acquisitions that would give it a toehold in the red-hot market for “managed accounts”.
The ASX stock picks that put this Pendal fund back on track
Working alongside Crispin Murray, newly promoted portfolio manager Elise McKay is sticking with the ASX’s tech sector, alongside SGH and Commonwealth Bank.
La Trobe Financial’s plan to double to $55b by 2030 is simple maths
As Brookfield prepares to put the asset manager on the sale block, CEO Chris Andrews reveals his plan to grow from $20 billion to $55 billion in five years.
Public equities advocate Perpetual hops into bed with Swiss private equity
Perpetual’s move says a lot about the challenges of the active equities industry in 2025. Their universe is changing quickly, and the pressure is immense.
Texan investment giant’s $1b buy order pumps up CBA’s share price
A bulky order for the bank’s stock over the past fortnight has helped the country’s biggest lender pass $300 billion market capitalisation.
The market is more bullish on Commonwealth Bank than Nvidia
It seems nothing can stop CBA’s extraordinary share price rally, which is now threatening to eclipse the magnificent seven tech stocks.
Ex-Perpetual fundie lands at Australian Ethical
Co-founder of Ethical Partners Funds Management, Nathan Parkin, will join the ASX-listed firm in the newly created position next week.
6 ways to gain from your investment biases
Deep-seated biases can lead even the savviest investors astray. Here are some to tackle.
Infrastructure investor UTA draws in private wealth clients
A $200 million slice of Utilities Trust of Australia has given mum and dad investors exposure to some of the country’s most prized infrastructure assets.
Global equities hotshot Aoris bids farewell to key PM
Sources say Alfred “Alfie” Tadros’ resignation was due to personal reasons and that he has sold his shares in the boutique firm.
Soul Patts’ $14b tie-up calls time on a 56-year-old good idea
What was a good idea in 1969 now looks unnecessary and outdated. It’s time to pull Soul Patts and Brickworks together.
May
Three things to look for in a fundie, from someone who’s met hundreds
From the magnificent seven to BATMMAAN, it’s about funding the next big thing – and cutting through the spin, says Russell Investments’ Jon Eggins.
Northcape winds up global equity strategy, hands back funds
The $15 billion fund manager has shuttered its global equities fund managed by Fleur Wright and Theo Maas.
Tribeca boss on life after Jun Bei Liu (plus 4 ASX stock picks)
David Aylward reveals his recent bets, and he is most bullish about one share that has already soared 90 per cent.
Dexus’ big infrastructure push up in the air as trust breaks
In one swoop, the property-cum-infrastructure manager has sparked a war with two Australian sovereign wealth funds and industry super.
Dexus wins Melbourne Airport reprieve, says co-investors overreacting
The asset manager will not have to sell its 27 per cent stake in the airport’s owner until the question of whether it breached confidentiality is examined.
Rest Super a potential loser in Dexus’ Melbourne Airport stoush
Retail workers holding pensions with Rest Super stand to lose their exposure to the key infrastructure asset if Dexus is forced to sell its holding.
Small-cap fund manager Celeste to close doors after mandate loss
Celeste executive chairman Paul Biddle and portfolio manager Martin Byers have decided to shut the doors, and are expected to seek other opportunities.
MA Financial courts $2b commercial property investor; deal imminent
Sources say MA has conducted detailed due diligence on real estate investment firm IP Generation.
Elon Musk backer buys into WiseTech
Edinburgh-based funds manager Baillie Gifford, which made billions out of Tesla, and is an investor in SpaceX, is now one of WiseTech’s largest shareholders.
