Pacific Perspectives
Top fundies name 15 stocks to weather the storm
It’s a dangerous and uncertain time for investors, but there are still good companies to be bought at good prices. Here’s where some of Australia’s top fund managers are hunting. James Aitken, the highly respected…
Market should ignore Trump’s headline roulette and watch his big plan
As markets swing to the US president’s every thought, smart investors need to stay focused on his broader agenda. And it’s not pretty. At about 7.30am in Sydney in Melbourne on Thursday, investors got a…
Calm in markets weakens case for a May rate cut
The case for an interest rate cut in May is starting to fade as the panic in financial markets and a freefall in the Australian dollar that prompted calls for urgent rate relief from the…
S&P 500 futures rise after three-day winning streak, Alphabet beat: Live updates
S&P 500 futures rose on Thursday evening on the heels of Wall Street seeing its third straight day of gains and Alphabet’s latest quarterly results. Futures linked to the S&P 500 were 0.3% higher, while Nasdaq-100 futures gained 0.4%. Futures…
Tesla reports 20% drop in auto revenue as first-quarter results miss Wall Street estimates
Tesla reported a miss on the top and bottom lines in its first-quarter earnings report on Tuesday as automotive revenue plunged 20% from a year earlier. Here are the key numbers compared with LSEG expectations.…
Sell-offs can be good (for some). Here’s what top funds are buying
Volatility, dispersion and a market on sale – as passive funds go into hiding, this could finally be a stock pickers’ game and a chance to prove themselves. Rock-star fund managers, step up. The momentum…
The CBA mystery the whole market’s talking about
Brokers, analysts, investors and bankers are all scrambling to answer the same question: why did the bank’s shares surge so dramatically on Tuesday? Three theories stand out. A relatively calm night on Wall Street –…
ASX to rise, Trump said to lower China tariffs; Tesla rallies
Australian shares are set to edge higher as investors take stock of mounting speculation US President Donald Trump is reconsidering the 145 per cent tariff rate on China. ASX futures were pointing 0.2 per cent,…
S&P 500 futures are little changed after major averages post back-to-back gains: Live updates
S&P 500 futures were flat on Wednesday night after the major averages posted a second straight winning day. S&P 500 futures were up 0.1%, while Nasdaq 100 futures traded nearly 0.1% higher. Futures tied to the Dow Jones Industrial…
Warren Buffett’s ‘simple rule’ to build wealth when the stock market is volatile
Investing in the stock market has been a roller-coaster ride of late. The S&P 500 shed 2.4% on Monday as investors digested President Donald Trump’s latest round of attacks on Federal Reserve Chair Jerome Powell, which have…