Pacific Perspectives
Future Fund piles into equities as assets top $250b
The Future Fund has leaned into the global sharemarket rally to deliver a 12.2 per cent return over the financial year as the sovereign wealth fund’s assets topped $250 billion for the first time. Future…
S&P 500 futures up slightly ahead of inflation data, Oracle forecast looks to spark AI trade: Live updates
S&P 500 futures rose slightly on Tuesday night, boosted by a positive forecast from Oracle, as traders looked ahead to the release of new inflation data. Futures tied to the broad benchmark added 0.2%, while Nasdaq 100 futures rose…
Nvidia and these other stocks saw big insider selling last week
Director Dawn Hudson sold 90,000 shares at an average price of $170.90 for a total of $45.5 million, according to regulatory filings. The sale reduced Hudson’s holdings by 20%. Shares of Nvidia are up 21% over…
AGL faces uphill task to win Cannon-Brookes’ support for climate plan
AGL Energy, the country’s biggest carbon emitter, is facing another uphill battle to win support from its largest investor, Mike Cannon-Brookes’ Grok Ventures, for its latest climate plan, which is due to go to a…
Inconvenient truths around Santos
South Australian Premier Peter Malinauskas has made his feelings clear about Santos. On the morning that the gangbuster $36.4 billion bid for the oil and gas giant was announced in June, Mali put out a statement effectively…
ASX to fall; Telix makes FDA drug application progress
Australian shares are set to open lower despite US shares rallying on expectations that the Federal Reserve will cut interest rates at its policy meeting next week. Nvidia and Microsoft paced the tech sector higher…
Stock futures are little changed after Nasdaq hits new record: Live updates
U.S. stock futures were little changed on Monday night after the Nasdaq Composite hit a new record. Dow Jones Industrial Average futures rose by 31 points, or 0.07%. S&P 500 futures and Nasdaq 100 futures…
From mortgages to stocks, how higher government bond yields hit wider markets
Source: https://www.cnbc.com/2025/09/06/from-mortgages-to-stocks-how-government-bond-yields-hit-wider-markets.html
Retail property is the bright spot that investors are eyeing
Taking to the Financial Review Property Summit stage to the new wave hit The Future’s So Bright, I Gotta Wear Shades was more than a homage to 1980s one-hit wonders. Morgan Stanley’s Tim Church was artistically reflecting…
US bonds rally after weak jobs data cements rate cut
Strong evidence the US labour market is slowing has rippled through markets, driving stocks lower and bonds higher on concern that the Federal Reserve will now have to rush to prevent further weakness. The sharp…