Elizabeth Knight | The Sydney Morning Herald

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Elizabeth Knight comments on companies, markets and the economy.

Renaissance men: Packer enlists Hamish Douglass to help spend his billions
Opinion

Renaissance men: Packer enlists Hamish Douglass to help spend his billions

This is James Packer’s chance at investment renaissance - a fresh slate, a full wallet and a new inner sanctum of close advisers including Australia’s highest profile and (now) former fund manager Hamish Douglass.

  • by Elizabeth Knight

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No pain, no gain: Lowe outlines painful climb to reach peak inflation
Opinion

No pain, no gain: Lowe outlines painful climb to reach peak inflation

If the RBA manages a tricky balancing act and doesn’t get toppled by imported inflation then RBA governor Lowe will achieve his prediction that Australia will avoid a recession.

  • by Elizabeth Knight
‘Investment guinea pig’: Why US billionaire Yass is punting on PointsBet
Opinion

‘Investment guinea pig’: Why US billionaire Yass is punting on PointsBet

Trading powerhouse Susquehanna International’s boss, Jeff Yass, reckons the ASX-listed bookie offers the best odds to crack open the online bookmaking market.

  • by Elizabeth Knight
Confidence crash: Terrified consumers shut their wallets and fear for the future
Opinion

Confidence crash: Terrified consumers shut their wallets and fear for the future

We are now at the point where measuring confidence feels like a misnomer - we should replace it with a fear metric.

  • by Elizabeth Knight
The Mexican wave: Global sharemarket plunge hits Australia
Opinion

The Mexican wave: Global sharemarket plunge hits Australia

The inflation virus is no longer just affecting the higher-risk tech stocks but also dragging down the tried and tested household names.

  • by Elizabeth Knight
Lachlan Murdoch’s $220m bet on digital bookmaking falls flat
Opinion

Lachlan Murdoch’s $220m bet on digital bookmaking falls flat

It is hard to know whether this deal’s failed consummation came down to price or lack of appeal. There is even a question mark over who was doing the stalking.

  • by Elizabeth Knight
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Douglass’ Magellan comeback: It’s triangle, not lead guitar
Opinion

Douglass’ Magellan comeback: It’s triangle, not lead guitar

The market may be treating the return of the former rock star investor Hamish Douglass to the Magellan stage as a comeback of Mariah Carey proportions. The reality is somewhat different.

  • by Elizabeth Knight
Stokes picks performance over politically correct with controversial new boss
Opinion

Stokes picks performance over politically correct with controversial new boss

For most public companies, Vik Bansal would seem cultural kryptonite – but not for the Stokes-controlled Boral. Bansal would be on the “if only” wish list for most boards.

  • by Elizabeth Knight
Bring out the thermals: There’s no quick fix to the energy crisis
Opinion

Bring out the thermals: There’s no quick fix to the energy crisis

The lack of a proper framework for the transition from fossil fuels to renewables is the main reason that households are facing steep rises in their power bills.

  • by Elizabeth Knight
Barangaroo casino’s opening won’t be Packer’s party
Opinion

Barangaroo casino’s opening won’t be Packer’s party

If, as anticipated, the $2.5 billion development receives the green light from the government to open the casino as early as Tuesday there will be a party but no Packer - jubilation but without James.

  • by Elizabeth Knight
Musk meltdown: Environmental warrior turns Dickensian boss
Opinion

Musk meltdown: Environmental warrior turns Dickensian boss

Elon Musk is a human contradiction - a man housing an environmental warrior with sometimes Dickensian social attitudes.

  • by Elizabeth Knight