Opinion
Executive shake-up
Continuous explosions: Magellan chief executive exits with a bang
It is paradoxical that Andrew Formica says the key to stemming the outflow of funds across Magellan’s products is to have “less noise” when the shock departure of the chief executive screams chaos.
- by Elizabeth Knight
Latest
Opinion
Pharmaceuticals
‘Tip of the iceberg’: Investing in the Ozempic revolution
Investment mania around a new family of drugs that purportedly offer a miracle cure for obesity has made some pharmaceutical companies into supergiants.
- by Elizabeth Knight
Opinion
Aviation
Qantas board braces for clash with shareholders
Just how much venom Qantas’ shareholders choose to spew at the airline’s board in the upcoming annual general meeting has got corporate circles buzzing.
- by Elizabeth Knight
Opinion
Mergers & acquisitions
The $18.7 billion takeover that has short-circuited
The inescapable reality is that at this price, the bid for Origin Energy is doomed to fail.
- by Elizabeth Knight
Opinion
Affordable housing
Demountable homes: Mirvac’s $1 billion answer to housing crisis
The property development giant has made a large investment in a bet on the housing crisis being stronger for longer.
- by Elizabeth Knight
Opinion
Governance
Qantas hangover a headache for directors on other boards
If Telstra is the warm-up for the big Qantas AGM event next month, chairman Richard Goyder will be bracing for impact.
- by Elizabeth Knight
Opinion
Aviation
Qantas loyalty boss parachutes out of the scandal-plagued airline
With her career patrons Alan Joyce and Richard Goyder having departed or headed for the exit, Olivia Wirth has shifted her attention to building a life outside Qantas.
- by Elizabeth Knight
Opinion
Fashion retail
Barbie bounce falls short as Birkenstock float fizzles
Cautious investors required more than the fashion lure to bring them back into the fractious equities arena.
- by Elizabeth Knight
Opinion
Governance
Oversized baggage: Why the Qantas chairman had to go
Everyone in the real world who had not been drinking the Kool-Aid at Mascot knew Goyder would be nudged to the departure lounge early.
- by Elizabeth Knight
Opinion
Aviation
Profit back on Virgin’s radar but not all smooth sailing yet
Glass half empty or half full? One can slice and dice Virgin Australia’s bumper 2023 profit either way.
- by Elizabeth Knight
Opinion
Solomon Lew
Lew playing the long game with Myer’s board of directors
Now that Solomon Lew has started exercising power within Myer, shareholders will be expecting him to make a difference.
- by Elizabeth Knight