Pacific Perspectives

Pacific Perspectives 21 May 2025

How fundies are trading the RBA’s looming rate cut

Fund managers are turning to Australian small-cap stocks instead of global equities, driven by expectations of aggressive rate cuts at home ahead of the Reserve Bank’s second reduction in borrowing costs in nearly five years.…

Read more
Pacific Perspectives 21 May 2025

RBA’s Bullock shocks market with ‘jumbo’ rate talk

An unexpected change in tone from Reserve Bank of Australia governor Michele Bullock triggered a dramatic late afternoon plunge in bond yields after the central bank revealed it was less worried about inflation than it…

Read more
Pacific Perspectives 21 May 2025

Fundies tip five stocks to own in a trade war

Fund managers from Yarra Capital to GQG Partners say they have been busy buying up companies with resilient business models and those that were heavily sold off during an escalation in Donald Trump’s trade war.…

Read more
Pacific Perspectives 21 May 2025

S&P 500 futures are little changed after benchmark snaps six-day win streak: Live updates

S&P 500 futures wavered Tuesday night following a losing session on Wall Street that snapped a winning streak. Futures tied to the broad index shed 0.2%, as did Nasdaq 100 futures. Dow Jones Industrial Average futures lost 93 points, or…

Read more
Pacific Perspectives 20 May 2025

Stocks making the biggest moves midday: UnitedHealth Group, Tesla, Alibaba and more

Check out the companies making headlines in midday trading: UnitedHealth — The health insurer’s stock popped roughly 8.2% as investors scooped up shares of the beaten-down name, which lost 23% last week. UnitedHealth has suspended its…

Read more
Pacific Perspectives 20 May 2025

Telstra CEO Brady to face investor grilling on plan to boost returns

Big Telstra shareholders want to see evidence the telecommunications group, which has been raising prices on mobile phone plans and axing jobs, is increasing returns on invested capital when executives front up next week. Telstra…

Read more
Pacific Perspectives 20 May 2025

Sell or risk missing out? Big tech is back, with stocks surging

What a difference one month makes in Wall Street’s most important sector of the sharemarket. In mid-April, global equity funds were delivered a brutal reality check after US President Donald Trump’s “liberation day” tariff spree on April…

Read more
Pacific Perspectives 20 May 2025

ASX to rise, RBA cut in focus; TechnologyOne ups guidance, dividend

The Australian sharemarket is set to rise after a rebound on Wall Street fuelled renewed optimism and investors brace for an expected rate cut by the Reserve Bank of Australia. Futures were pointing up 73…

Read more
Pacific Perspectives 20 May 2025

Stock market futures are flat after S&P 500 extends winning streak to six days: Live updates

Stock futures were little changed Monday evening as Wall Street waits to see if last week’s market rally can find new momentum. S&P 500 futures dipped less than 0.1%. Nasdaq 100 futures were down 0.1%, while futures tied…

Read more
Pacific Perspectives 19 May 2025

Stock futures slide after U.S. debt downgrade highlights deficit risk: Live updates

Stock futures fell Sunday evening as investors responded to Moody’s downgrade of the U.S.′ credit rating. Futures tied to the Dow Jones Industrial Average dropped 292 points points, or 0.7%. S&P 500 futures pulled back…

Read more

Want to explore your wealth potential?

Reach out to our team today