Pacific Perspectives
Aurizon to keep Queensland rail network after review
Aurizon rejected offers for minority stakes in its Queensland rail network because the company believes investors will reap higher returns by retaining it. The company is keeping its existing integrated model, which includes the 2670-kilometre…
Dow drops 800 points as AI disruption fears and tariff woes weigh on markets: Live updates
U.S. equities tumbled on Monday as investors grappled with persistent fears around artificial intelligence disruptions to various industries and President Donald Trump’s decision to raise his global tariffs. The Dow Jones Industrial Average dropped 821.91 points, or 1.66%, to close at 48,804.06,…
S&P 500 rises, Dow gains 200 points after Supreme Court strikes down Trump emergency tariffs: Live updates
Stocks rose on Friday after the Supreme Court ruled against President Donald Trump’s tariffs, potentially providing relief for companies burdened by higher costs from the duties and easing concern about sticky inflation still plaguing the U.S.…
Transurban’s toll road profits back in the black
Transurban’s new West Gate Tunnel in Melbourne is attracting fewer vehicles than analysts expected, the toll group’s financial statements show as it swung back into the black with an interim profit of $343 million. The…
ASX braces for shock as Trump imposes 15pc universal tariffs
If Australian investors were hoping for a quiet Monday morning, Donald Trump has other plans. The local sharemarket is bracing for a wobbly start as the White House doubled down on its trade agenda, raising…
The hidden cost of the passive investing boom
In tough times active fund managers have to stick together, and that’s precisely what a trio of the world’s top funds are doing in this week in Sydney, Melbourne and Auckland. Baillie Gifford, MFS and…
Market volatility trap? Why this income-first strategy may ‘leave a lot on the table’
The market volatility may be leading retail investors astray. According to Kathmere Capital Management’s Nick Ryder, they shouldn’t use the current backdrop as an excuse to dive into defensive trades — including dividend-paying stocks and…
These stocks can insulate investors from AI risk — and they pay dividends, says Jenny Harrington
Investors looking to insulate themselves from artificial intelligence risks may want to consider certain dividend stocks, according to investor Jenny Harrington. In fact, dividend payers have been outperforming so far this year as investors rotate…
APA’s $480m gas grid splurge questioned ahead of government reforms
APA Group chief executive Adam Watson has been grilled by analysts over the pipeline giant’s decision to commit almost half a billion dollars to expand its east coast gas grid before the Albanese government’s reforms…
Telstra cautions on overinvestment in AI and the risk of lower returns
Australia’s largest telecommunications company has cautioned against overinvestment in artificial intelligence, warning the costs could be higher than the benefits, as global business spending on the technology surges. Source: https://www.afr.com/companies/telecommunications/telstra-expands-share-buyback-as-net-profit-jumps-9pc-20260218-p5o39j