- CSL feels the love months after horror $7b write-down, profit slumpby Alex Gluyas on September 28, 2026 at 2:25 am
Australian fund managers piled into the one-time blue-chip health giant last month, with the stock now the top position held by local equity fund managers.
- Metrics slashes ASX fund values; PAG takes control of Bathla developments; $50k is the ultimate number for these home ownerson September 28, 2026 at 2:00 am
Read everything that’s happened in the news so far today.
- ASX rises; Karoon plunges 12pc; Northern Star jumps on bid rejectionby Gus McCubbing on September 28, 2026 at 1:15 am
Northern Star gains 8pc after rejecting bid from South Africa’s Gold Fields; oil rises; Karoon shares sink after production guidance cut. Follow updates live.
- Asian investment giant PAG takes control of Bathla developmentsby Primrose Riordan on September 27, 2026 at 10:46 pm
The move signals the disintegration of the once sprawling Sydney real estate development empire, which failed last month owing more than $3.4 billion.
- This fund manager loves fallen ASX darlings, but is ignoring Firmusby Alex Gluyas on September 27, 2026 at 7:00 pm
Cadence’s Opportunities Fund has returned almost 23 per cent a year since launching in 2019, and is pouncing on the sharemarket’s most hated stocks.
- Rate market fear gauge is warning for corporate bondsby Davide Barbuscia, Ronan Martin on September 27, 2026 at 2:06 am
Bond market volatility, a measure of uncertainty about the direction of bond yields, is spiking. Historically, that has foreshadowed trouble for corporate debt.
- ASX to waver as more tough talk from RBA expectedby Cecile Lefort on September 27, 2026 at 1:28 am
Futures show shares will open flat on Monday as investors brace for a much higher cash rate and the possibility of an economic downturn.
- The bumpy road to the AI promised landby Tim Hext on September 26, 2026 at 11:00 pm
As the cost of artificial intelligence rises, companies will come under pressure to turn productivity gains into actual cost savings, putting employees in the […]
- Wall Street rises on tech as both oil and bond yields easeby Timothy Moore on September 25, 2026 at 5:17 pm
All three US benchmarks advanced amid revived hopes for diplomatic efforts to end the war in Iran. The RBA rate decision tops next week’s agenda.
- AI boom could end in nasty global recessionby Christopher Joye on September 25, 2026 at 6:00 am
As home values enter freefall, the RBA is doubling down on higher rates, setting the stage for what could be the worst property crash in the nation’s history.
- Retail bloodbath deepens as aggressive RBA rate rises hit consumersby Gus McCubbing on September 25, 2026 at 4:00 am
Shares in some of the ASX’s best known consumer stocks more than halved in the past year alone. But fund managers say there could be more pain to come.
- Bond market mayhem has terrifying echo; Xi urges Trump to prevent AI ‘misuse’; Tech bros swarmed by fanson September 25, 2026 at 2:00 am
Read everything that’s happened in the news so far today.
- Bond market mayhem has terrifying echo of a war that changed the worldby James Thomson on September 25, 2026 at 12:26 am
Donald Trump’s UN strongman act, and his warning against slowing AI development, highlight the two big forces investors are weighing – and that are causing […]
- Inflation panic sets in, pushing the ASX into a long September swoonby Cecile Lefort on September 24, 2026 at 11:04 pm
While the month has typically been the weakest for the Australian sharemarket over the past quarter-century, this year’s decline is three times steeper.
- ASX falls, Big Un ex-CEO avoids prison, HSBC says recession risks upby Timothy Moore, Lea Jurkovic on September 24, 2026 at 5:32 pm
Australian shares down after noon; Meeka Metals tanks after $40 million in equity raising; Healius sells Agilex Biolabs for $160 million. Follow live.
- Another day, another bond market bloodbathby Jonathan Shapiro on September 24, 2026 at 6:55 am
The bond market sell-off has left traders across the world battered and bruised, and in some cases stopped out. Surely, we’re near a peak in bond yields?
- Has India’s sharemarket become the world’s best AI hedge?by Gus McCubbing on September 24, 2026 at 6:00 am
Global fund managers have been buying back into the Indian sharemarket over the past two months to diversity away from the volatile AI trade.
- This fundie’s strategy? Look for the ASX’s undervalued gemsby Lea Jurkovic on September 24, 2026 at 3:24 am
Merlon Capital Partners’ Joey Mui talks market pessimism, overconfidence, and Sydney’s best ginseng chicken soup.
- Jobless rate rises; OpenAI hack included PBS statistics site; Bond meltdown is now moving faston September 24, 2026 at 2:03 am
Read everything that’s happened in the news so far today.
- Private credit’s next challenge: Negative land valuesby Jonathan Shapiro on September 24, 2026 at 1:29 am
Construction experts say they simply can’t make money building apartments and that creates issues for private credit funds with exposure to vacant plots of […]
InsightsXTO Capital2025-04-05T23:17:15+00:00

