Jonathan Shapiro
Financial Review
Australia
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Past articles by Jonathan:
Silicon Valley Bank: where the bond and tech crashes collide
The troubles at the VC community’s favourite bank are a result of two powerful macro trends feeding off each other. → Read More
Private markets titans back their asset class over bonds
Private markets managers and bond fund managers are split on where to get the best returns in an uncertain world. → Read More
Magellan’s shares gain as Barrenjoey underwhelms
Speculation about Airlie founder John Sevior and the outlook for Barrenjoey has given analysts pause for thought. → Read More
Super funds back private investments amid transparency calls
Australia’s super fund giants say they’re ready for APRAs probe into how they value their private asset holdings. → Read More
The market’s structured product problem
Korean mums and dads and Italian builders are among those feeling the burn of complex structured products. → Read More
Magellan, Perpetual, Pendal: The year funds management ate itself
Australia’s once high-flying sector rode the superannuation wave for a decade. But in 2022, it crashed. → Read More
Zip deal highlights shareholder predicament
Zip has faced up to its looming $400 million convertible bond challenge, but it remains in a tough spot. → Read More
Anna Hughes named CEO of government debt agency
Anna Hughes will have “big shoes to fill” as the new CEO of the AOFM, says treasurer Jim Chalmers. → Read More
The ‘side effects’ of risk, reward and altruism
Adding a third dimension to the capital allocation process introduces complexity. Some manage it better than others. → Read More
‘Take a deep breath’: Fed governor tempers market enthusiasm
US Fed governor Chris Waller appeared in Sydney to reinforce the central bank’s vigilance on inflation. → Read More
Perpetual rejects revised bid, Pendal to proceed with deal
Perpetual has swiftly rejected a revised bid from Regal and BPEA as it seeks a delay in its deal with Pendal, which the latter says it intends to proceed with. → Read More
Regal, Perpetual and the bid that had to happen
The market’s persistent discomfort with Perpetual’s buyout of Pendal paved the way for Phil King and his partners. → Read More
Cordish Dixon pulls fund merger
A controversial merger of a family of private equity funds has been called off. → Read More
‘No such thing as hedging’: how managing risk creates more
The UK pension fund blow-up is not the first time an attempt to manage risk has inadvertently created more risk. → Read More
Dubber dives on revenue restatement
Telco tech firm Dubber has resumed trading but not before a CFO departure and a restatement of its accounts. → Read More
Borrowers face buffer wipeouts from rate rises: RBA
The Reserve Bank says households will have to cut spending as interest rates ratchet higher; one in five homeowners faces mortgage payments equal to 30 per cent of their income. → Read More
Pendal deal spread blows out amid M&A anxiety
Pendal’s share price is lagging Perpetual’s tabled offer by more than 12 per cent. → Read More
Iress plunges 17pc after surprise earnings downgrade
The long tenure of Iress CEO Andrew Walsh has come to an end with a shock downgrade and a contract win. → Read More
Markets ‘under extreme stress’: Burgess
The former head of the Future Fund says it’s too early to buy the dip but a bear market should be short-lived. → Read More
‘Too much of a good thing’ – bank analysts split on rate rises
When interest rates go up, the banks make more money. But what happens when they go very high, very quickly? → Read More