Jonathan Shapiro

Opinion For all the fear and loathing about SpaceX's fast-tracked entry into passive market indices, investors are realising that everything is actually active.

It is the biggest short position held against the four major banks since the corporate regulator began collecting data on hedge funds in July 2010.

An enormous $11 billion bet against the big four is home-grown, grounded in fundamentals and free of emotion.

The chief executive of one of Australia's largest landlords says the federal budget has unleashed a “status war” between owner-occupiers and property

Australian banks should re-enter wealth management and insurance to improve their profitability, says ANZ chief executive Nuno Matos, areas they abandoned in the aftermath of the damaging banking royal commission.

The strong returns and worries about a significant loan at the vehicle illustrate the attraction of private credit, and the broader challenges the sector faces.

Opinion Corporate raiders couldn't force Wall Street to accurately value the family's vast media empire. Ironically, a sliding property market is doing it for them.

Cettire was once a small-cap darling but Regal, one of its long-standing backers, is trimming back its stake as the luxury retailer slides into obscurity.

They are either on the cusp of a multi-decade boom or mired in a crisis of confidence, depending on who you ask. The reality is somewhere in between.

This vehicle was the private asset industry’s means into the lucrative wealth market. But the events of 2026 have raised questions about its viability.