Chanticleer The new battle for your super, James Hardie fury & bad news on rate cuts
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Oct 31, 2025 Discover the emerging battles in superannuation as new wealth platforms challenge the traditional industry funds. Delve into corporate governance tensions as WiseTech faces scrutiny over its leadership. Unpack the investor backlash against James Hardie during its tumultuous AGM, highlighting rising dissatisfaction. Discuss the implications of CSL's unexpected earnings downgrade and what it means for shareholder trust. Plus, insights on financial advice shortages for retirees and shifting market expectations as central banks navigate tricky inflation.
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Inflation Spike Could Delay Rate Cuts
- Inflation has rebounded after initial rate cuts, forcing central banks to reconsider further loosening.
- Both the Fed and RBA may stay on hold well into next year as sticky inflation persists.
WiseTech Raid Rocks The Company
- WiseTech disclosed an ASIC and AFP raid focused on Richard White and other employees' share trades.
- The search lasted most of the day and has sent WiseTech shares tumbling about 35% in a short period.
Platforms Are Redrawing Super Flows
- Platforms and wrap providers are siphoning adviser-led super flows away from industry funds.
- That shift raises long-term liquidity risks for large funds holding unlisted assets if flows keep fragmenting.