Latest Investment Strategy News

Challenger Limited is merging its Fidante funds management business with Channel Capital, creating Channel Group with $150 billion in assets. Challenger will hold a 45% stake and expects a $100 million pre-tax gain in FY27.

Strata Investment Holdings has dismissed a cash acquisition proposal from Freedom BidCo, citing undervaluation, even as it raises A$8 million to fund strategic investments and litigation.

After 11 years at the helm, Vicinity Centres’ Chairman Trevor Gerber will step down at the 2026 AGM, with seasoned financial veteran Patrick Allaway set to take over, signalling continuity in the company’s premium retail strategy.

After 11 years on the board, including seven as Chairman, Trevor Gerber will retire at Vicinity Centres’ 2026 AGM, with Patrick Allaway appointed Chairman-elect to succeed him.

Lendlease appoints seasoned real asset executive Nick O’Neil as CEO, marking a leadership shift aligned with its strategic reset and portfolio simplification.

Freedom Bidco, Inc. has launched a non-binding cash proposal to acquire all Strata shares at A$0.16 each, matching the last traded price before suspension and offering shareholders a rare liquidity event ahead of Strata's expected ASX delisting.

Helloworld Travel has downgraded its FY26 Underlying EBITDA forecast to $57-$62 million, citing the impact of the ongoing Middle East conflict on airline capacity and travel bookings. Despite near-term setbacks, forward bookings from July show signs of recovery.

VanEck Investments Limited has issued a comprehensive Replacement Product Disclosure Statement for eight of its Australian ETFs, detailing investment strategies, fees, risks, and operational protocols under ASX AQUA Rules.

Precinct Properties Group has completed the acquisition of ASB North Wharf through its investment vehicle PPILP, marking a strategic expansion of its premium city centre real estate holdings in Auckland.

Almonty Industries is set to join the prestigious Russell 1000 and 3000 indexes in June 2026, marking a significant milestone that highlights its growth and operational progress amid rising tungsten demand.

Charter Hall Group upgrades its FY26 operating earnings guidance by 3%, buoyed by record institutional capital inflows and expanding funds under management reaching $74.7 billion.

CVC Limited announces the planned resignation of CEO Mark Avery by July 2026, triggering a leadership reshuffle with Executive Chair Craig Treasure set to become Managing Director and Andrew Ashwood stepping in as CEO.