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    Today

    Glencore won’t cast its coal business aside after shareholder feedback.

    Investors are developing a ‘dirty’ little secret

    Glencore’s decision to keep its energy coal business is part of a broader push back against climate-related strategy shifts by big emitters. 

    • James Thomson
    A Republican sweep over Kamala Harris would give Donald Trump control of the White House, Congress and Senate, giving him unfettered power to pursue his agenda, says Marko Papic.

    There’s ‘only one outcome’ that really matters, and it’s not Trump v Harris

    Calmer markets mean investors are back to worrying about US politics and the Middle East conflict. But this leading strategist says both fears are overdone. 

    • Updated
    • James Thomson

    Yesterday

    Madeleine King has been asked to explain why she refused to extend a mining lease at Jabiluka.

    Why Jabiluka going to court may not be the last twist

    When the answer is suing the government, you know there are problems. The almost-broke ERA has many.

    • Anthony Macdonald
    Reserve Bank governor Michele Bullock had an extra balancing act on Tuesday.

    RBA is in no place to comfort fearful investors

    The reality of Australia’s inflation problem means Michele Bullock has little room to encourage investors’ flagging animal spirits.

    • Updated
    • James Thomson
    ING’s head of wholesale banking Andrew Bester is in Australia while it’s quieter in Europe.

    Euro summer madness is making markets look extreme

    It’s easy to forget what day-to-day life looks like on the other side of the world at the moment. But it is an important part of the market sell-off story.

    • Anthony Macdonald
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    The Topix Index displayed inside the Kabuto One building in Tokyo, Japan, on Monday.

    Battered investors get a breather, but where to next?

    After a torrid night on Wall Street, it’s calmer on the ASX and positively giddy in Tokyo, giving investors a chance to consider their next move. 

    • James Thomson
    Panic spread across Wall Street before the opening bell.

    Wall Street’s night of fear could have been much worse

    The sea of red on Wall Street on Monday night doesn’t tell the story of the outright panic that spread before the market opened.

    • James Thomson
    Inflation, interest rates and artificial intelligence will dominate this week.

    Five things investors need to watch next

    Spotting the next shoe to drop in markets is never easy. But there are a few spots investors can look for signs of stress. 

    • James Thomson

    This Month

    Woodside chairman Richard Goyder spent months talking to shareholders about emissions targets. Months later, his board has signed a $US2.35 billion deal. Coincidence?

    Woodside’s new energy aspirations take $3.7b twist

    While the likes of Air NZ drop climate targets, gas producer Woodside Energy is sticking to the scope three emissions goals that caused a storm in April.

    • Anthony Macdonald
    Investors are on a knife-edge as markets around the world tumble.

    Why the market’s favourite trades are blowing up

    For most of the day it was just a nasty sell-off. But by the end of Monday’s brutal session on the ASX, it was clear something much worse was at play.

    • James Thomson
    Who’s to blame in the Downer-KPMG case? It’s a corporate whodunit.

    Why did the sharemarket run so hard in the first place?

    There was a fragility about last week’s record high that made this sell-off inevitable. How long it lasts is the main game. It will be a tough week.

    • Anthony Macdonald
    The bears were on the march on Monday.

    ASX investors have been caught out by a brutal bear panic

    This isn’t just investors fretting about bad news. It’s investors fretting about bad news and panicking about the fact they are simply not positioned for it.

    • James Thomson
    Here’s hoping the next four weeks clear up doubts up the construction sector, AI and retail, in particular.

    AI, builders and bonuses: A survival guide to this earnings season

    We are seeing just how fragile share prices are, which makes it all the more important for companies to impress investors in the coming four weeks.

    • Anthony Macdonald
    Wall Street is now starting to panic about a recession it is not postioned for.

    Why recession panic is gripping the markets

    Global markets are being lashed by a perfect storm of recession fears, volatility and AI scepticism. But there’s a key reason it threatens to turn into panic. 

    • Updated
    • James Thomson
    Tom Seymour and Luke Sayers were grilled at Friday’s hearings.

    PwC hasn’t paid full price for eight years of risk failure

    Exactly who deserves the most blame for the PwC scandal remains a subject of fierce debate. But it’s the systemic failures of risk management that really matter.

    • James Thomson
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    Paul Donovan, chief economist at UBS Global Wealth Management.

    Why this economist says we’re all missing the biggest picture

    Paul Donovan says central bank-obsessed investors are underestimating the huge structural changes being created by the fourth industrial revolution.

    • James Thomson
    AI hype is mounting with some real-world problems.

    AI hype just collided with recession fears

    Investors were already worried about how artificial intelligence investment will turn into profits. That’s being compounded by fears of a broader economic slowdown.

    • James Thomson
    There’s plenty of money to be made in debt collecting – and lending to those same customers – Brookfield has discovered.

    A bit of Regal magic rubs off on unheralded fund

    Raising money is much easier when you have something brokers actually want to sell.

    • Anthony Macdonald
    Bankers and lawyers are good at taking investors for a ride.

    Bidders having it both ways with ‘best and final’ threats

    You’ve got to give it to the top investment bankers and lawyers – they’ve perfected the art of driving a truck through a two-inch gap. 

    • Anthony Macdonald
    Tribeca’s Ben Cleary has not given up on lithium, believing the commodity’s price will eventually hit a bottom. “You don’t make money in this industry buying stuff that everyone loves,” he says.

    The lithium bubble has popped with stunning speed

    Production cuts from Albemarle are bad news for Australia’s struggling lithium sector. But the market needs more bad news before it can recover.

    • Updated
    • James Thomson

    The Australian Financial Review Magazine

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    Life & Leisure

    Chevrolet Corvette ZR1 coupe,

    Rich List

    Sam Kroonenburg shares his story on the How I Made It podcast.