Pacific Perspectives
The ASX tipping point that most investors missed
It’s a brave call given the recent market sell-off, but the ASX’s ‘milestone’ moment represents a structural change. If you step back from the Australian sharemarket’s daily/weekly/monthly ups and downs, the ASX has changed before…
Here’s how our biggest investors are trading the deep market sell-off
From the ASX to Wall Street, markets have been on a rough ride over the past month, hovering near correction levels before rebounding this week. Investors are split: is this a temporary respite to a…
The most widely followed investor survey showed a huge ‘crash’ in bullish sentiment for stocks
Bullish sentiment for stocks cratered in historic fashion this past month as President Donald Trump’s haphazard rollout of tariffs rattled markets and raised concerns about economic growth, according to the most widely followed investor survey…
Stocks making the biggest moves midday: Intel, Tesla, Affirm, Robinhood and more
Check out the companies making headlines in midday trading: Affirm — The buy now, pay later company saw shares slide 4% after CNBC reported that Swedish fintech firm Klarna will replace Affirm as the exclusive…
Chris Stott is ‘leaning into’ tariff chaos and buying these shares
Just as small cap investors finally got some reprieve from the first interest rate cut in Australia in five years, along came US President Donald Trump with his erratic trade policies that have reignited fears…
Super funds hire economists as they invest more money offshore
Australia’s largest superannuation funds are hiring more economists as part of their continued drive to bring investing in-house to reduce fees and help allocate a growing pool of money overseas. Rest Super is one of…
ASX to rise, S&P 500 extends rebound; New Hope’s profit soars
Australian shares are set to rise for a third consecutive day after all three US benchmarks lifted from an uptick in retail sales – a key barometer for consumer confidence. ASX 200 futures were 53…
Dow closes more than 300 points higher Monday, S&P 500 posts back-to-back gains: Live updates
Stocks rose on Monday, building on their comeback from a four-week rout on Wall Street exacerbated by President Donald Trump’s chaotic tariff policy rollout and falling consumer confidence. The S&P 500 gained 0.64% to close at 5,675.12,…
After such a relentless market correction, the relief rally faces a high burden of proof
It felt better, but did it mean anything? Friday’s zippy 2.1% bounce in the S&P 500, at minimum, interrupted one of the more relentless retrenchments from a record high Wall Street had seen. The index…
Optus has had some horror years, but its new CEO is taking on Telstra
From overhauling the books at Melbourne Storm to war gaming the impact of COVID-19 on the NBN, Stephen Rue is a solutions guy. Optus is his next big challenge. hen reports of a pandemic in…