CIO Insights
PACIFIC COMPASS – Balancing Risk as Markets Transition into 2026 [December 2025 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW – DECEMBER 2025: Global markets closed out 2025 on a cautious note amid quieter holiday trading and rotation out of high‑beta sectors. Major equity benchmarks experienced modest declines late in…
PACIFIC 2026 – Investment Strategy & Playbook
As we prepare for 2026, we’re sharing a concise snapshot of the major macro themes shaping global markets—and how investors can position thoughtfully for the year ahead. Global: Cooling US labour market, sticky inflation, Europe…
PACIFIC COMPASS – Modest Underweight on Australian Equities [October 2025 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW – OCTOBER 2025: Global markets continued their positive trajectory in October 2025, driven by firm earnings, rate cuts from major central banks, and stable commodity prices. Developed markets outperformed again,…
PACIFIC NAVIGATOR – The Great Stretch: Why Markets Snap Without Warning? [October 2025]
Overview Today’s financial markets resemble a stretched rubber band — seemingly steady, yet under growing tension. Every new record high, every wave of optimism, and every injection of speculative enthusiasm stretches that band a little…
PACIFIC COMPASS – Gold Shines Amid Easing and Mixed Markets [September 2025 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW – SEPTEMBER 2025: Global markets delivered mixed results in September 2025. Developed equities advanced as easing trade tensions and central bank rate cuts supported sentiment, while Australian shares declined on…
PACIFIC NAVIGATOR – Stagflation Watch: a 12-36 Month Investor Playbook [September 2025]
Executive Summary There has been some recent chatter from economists about the possibility of a stagflationary period precipitated by demographic and deglobalisation forces. Stagflation is characterized by simultaneous high inflation, sluggish economic growth, and elevated…
PACIFIC COMPASS – Balanced Growth with Cautious Positioning [August 2025 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW – AUGUST 2025: Growth assets again outperformed Defensive assets in August. Australia shares led other developed market peers largely due to a powerful run in Mining stocks. Global equities advanced…
PACIFIC NAVIGATOR – AI: A Stock Market Story Rather than an Economic Reality….so far [August 2025]
Executive Summary AI is powering markets, not the economy. Valuations have soared as AI giants dominate the S&P 500, but productivity gains and profits lag behind the hype. Rising energy costs and shrinking free cash…
PACIFIC COMPASS – Balanced Portfolios in a Shifting Market [July 2025 Review]
Global equity markets advanced again in July, supported by easing trade tensions, resilient economic data, and optimism heading into corporate earnings season. U.S. and global indices reached or approached record highs, while Australian equities gained…
PACIFIC NAVIGATOR – Charting a New Course: Why Emerging Markets are Back On The Investment Map [July 2025]
CHARTING A NEW COURSE: WHY EMERGING MARKETSARE BACK ON THE INVESTMENT MAP – JULY 2025 Executive SummaryEmerging markets are developing economies transitioning toward industrialization andhigher income. Major constituents include China, India, Brazil, Mexico, Indonesia, SouthAfrica,…