Pacific Perspectives

Pacific Perspectives 27 Jan 2025

Stocks making the biggest moves midday: Nvidia, Oracle, Constellation Energy, AT&T and more

Check out the companies making headlines in midday trading: Nvidia — The chipmaker tumbled nearly 17% as the performance of a language model from Chinese startup DeepSeek raised questions about the amount of investment in artificial intelligence. With…

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Pacific Perspectives 27 Jan 2025

Eleven stock tips from Sohn to get you through 2025

Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead. As always, it can be hit-and-miss. Last year’s…

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Pacific Perspectives 27 Jan 2025

ASX to rise, Nvidia hammered in AI meltdown; bitcoin tumbles

ASX futures were poised for a modest rise on Tuesday as investor concern around a cheaper artificial intelligence model developed in China sent shares in global AI companies in to meltdown. ASX futures see-sawed on…

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Pacific Perspectives 27 Jan 2025

Cbus hits ‘sweet spot’ as it surpasses $100b in assets

The chief investment officer of Cbus says the construction sector superannuation fund is in a sweet spot after the value of its managed retirement savings passed $100 billion on the back of strong returns. Brett…

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Pacific Perspectives 27 Jan 2025

S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China’s DeepSeek: Live updates

The S&P 500 and Nasdaq Composite were down sharply Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek, which has possibly made a competitive AI model for a fraction of the…

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Pacific Perspectives 26 Jan 2025

Top Wall Street analysts recommend these dividend stocks for stable returns

The stock market has been coasting on enthusiasm as President Donald Trump takes the reins, but plenty of questions remain over tax cuts and tariffs. Dividend-paying stocks can offer investors some cushioning if the market…

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Pacific Perspectives 26 Jan 2025

Investors should forget DEI and ESG wars and follow the money

One of the great rules of investing is that things are never as bad as they seem, nor as good. Perhaps the most famous contrarian maxim of them all – Warren Buffett’s “buy straw hats…

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Pacific Perspectives 26 Jan 2025

Why these investors aren’t worried about Trump tariffs yet

Fund managers are downplaying Donald Trump’s tariff threats, saying the risk of stoking inflation will stop the president from rushing out destructive trade policies that could threaten global growth. In his first week, Mr Trump…

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Pacific Perspectives 26 Jan 2025

Crucial inflation data to determine RBA rate call

For the first time in more than a year, the chance of a Reserve Bank of Australia interest rate cut is “live”. Whether that plays out in February comes down to a crucial inflation readout…

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Pacific Perspectives 26 Jan 2025

S&P 500 slides on Friday as rally pauses, but stocks notch back-to-back weekly gains

The S&P 500 closed lower after hitting new records on Friday, as investors took some profit to end a solid week centered on President Donald Trump’s return to the White House. The benchmark index shed 0.3% to 6,101.24,…

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