Jonathan Shapiro

Bond traders and equity investors are hoping that one more rate increase from the Reserve Bank of Australia this year will be enough to bring down

Macquarie chief executive Shemara Wikramanayake says she is seeking partners to expand its presence in the $1.8 trillion private credit sector, pushing back on fears the fast-growing asset class is facing a reckoning.

Australia’s largest private credit fund is keen to expand into asset-backed lending with the expectation that it will launch a fund later this year.

Investors warn that the bond market is underestimating Australia’s risk of a recession after multiple interest rate increases this year.

The London-based global head of quantitative investing, Lukas Kamblevicius, was in high demand on a recent trip to Australia as super funds opt for a third way of stock investing.

The bleed of Lendlease lured some of Australia's most outspoken shareholder activists to its register. Their solution is turning into a problem.

The nation's largest super fund, AustralianSuper, has appointed its equities boffin Shaun Manuell as its next chief investment officer, replacing veteran investor Mark Delaney as it seeks to bolster member returns at scale.

The Future Fund's chief executive officer Raphael Arndt says the sovereign wealth fund is equipped to deal with a drain on senior investment talent as he faced a grilling around two workplace-related contracts.

The company is delivering impressive growth, but shareholders expressed their displeasure over controversial insider share sales that led to an ASIC probe.

Opinion Brett Kelly has spent the best part of a decade convincing the sharemarket of his capital allocation mastery. A margin call has changed the narrative.