Pacific Perspectives
Time for Australia’s super funds to rethink how they invest
Investing in a data centre should not be debated solely as “real estate” or “infrastructure”, but rather how it can improve the portfolio. Every few years, markets tend to anoint a hot new trend, and…
How the attack on Iran could impact the global oil market and economy
Source: https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html
Market watchers back Jensen Huang’s view that investors are ‘wrong’ on SaaSpocalypse
Nvidia’s Jensen Huang was right when he told CNBC investors “got it wrong” over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in…
Before the Bell: Nvidia fails to quell AI angst
Australian shares are set to open modestly higher, with futures reversing earlier losses after New York pared its losses late. Still, both the S&P 500 and the Nasdaq ended lower as Nvidia’s blockbuster quarterly results…
The best way to invest a windfall (based on 50 years of ASX data)
he agenda was fairly straightforward when Ophir Asset Management founder Andrew Mitchell visited the home of a prospective billionaire client: win a multimillion-dollar private mandate for Ophir’s small-cap fund. The deal was done within an…
Investment banker John Wylie hits the bid
John Wylie’s pain of late has been shared across a host of Tanarra Capital’s most prominent positions. News of the price at which Bapcor would raise $200 million of new equity this week showed the…
S&P 500 closes lower Thursday as Nvidia post-earnings slump hangs over market: Live updates
The S&P 500 pulled back on Thursday as the latest results from tech titan Nvidia and software giant Salesforce weren’t enough to boost the broader market. The broad market index fell 0.54% to end at 6,908.86, while the Nasdaq Composite declined 1.18% and…
Normally staid bond investors have a new biggest worry: An AI bubble
Fears over artificial intelligence are now hitting bond investors, according to the latest credit investors survey from Bank of America Global Research. Source: https://www.cnbc.com/2026/02/25/normally-staid-bond-investors-have-a-new-biggest-worry-an-ai-bubble.html
Rate rise risk for March looms large after inflation surprise
Investors are starting to weigh the very real possibility of an interest rate increase by the Reserve Bank of Australia when policymakers gather next month. That is after yet another hot monthly inflation report from…
Reprieve for tech investors as stocks rally, but can it last?
Soothing words from artificial intelligence start-up Anthropic breathed new life into the technology sector on Wednesday as it told a jittery market it was trying to build partnerships rather than replace existing services. But investors…