News & Insights
Pacific Podcast | Pacific Flagship Ep 2: Beyond AI
22 Oct 2026
Overview When Do Higher Yields Start to Hurt Stocks? Executive Summary Bond investors have had a rough few years. Since the 2020 lows, 10-year government yields have climbed roughly four and a half percentage points…
Read moreTesla beats on earnings and sales even as auto revenue declines
22 Oct 2026
Tesla reported better-than-expected third-quarter results after the bell on Wednesday, even as automotive revenue dropped. The stock was little changed in extended trading. Here’s how the company did, compared with estimates from analysts polled by…
Read moreWall Street money takes back over from small investors as driving force of the stock market
Institutional investors are taking the wheel in the stock market. After years on a big buying streak, retail traders appear to be moving to the sidelines. At the same time, data from Vanda Research shows…
WestConnex pension fund backer puts big stake in $33b road up for sale
Data centres have been all the rage for the last two years, but infrastructure investors have a new prize to pursue thanks to Canada’s La Caisse, which has mandated Macquarie Capital to sell its stake…
Rate market fear gauge is warning for corporate bonds
Corporate bonds have been relatively resilient amid a global government bond selloff, but the strength may not last. Bond market volatility, a measure of uncertainty about the direction of bond yields, is spiking. Historically, that…
ASX to waver as more tough talk from RBA expected
The Australian sharemarket is poised for a cautious start on Monday as investors prepare for a fourth interest rate rise this year, amid fears the central bank will keep warning that it will do whatever…
Stock futures slip after winning week on Wall Street: Live updates
Stock futures fell slightly on Sunday night following a winning week despite Treasury yields spiking to multiyear highs. Dow Jones Industrial Average futures pulled back 97 points, or 0.2%. S&P 500 futures lost 0.2% along…
INVESTMENT COMMITTEE INSIGHTS – Navigating Higher Yields: Resilience, Implementation and Governance [September 2026]
Meeting Date: 18 & 21 september 2026 “NAVIGATING HIGHER YIELDS: RESILIENCE, IMPLEMENTATION AND GOVERNANCE” We are pleased to share a high-level summary of our September Investment Committee Meeting. It was held across two sessions to…
Oracle sends ‘force majeure’ notice about data center project — stock drops 3%
Oracle shares fell more than 3% on Thursday following news that the company sent a “force majeure” notice tied to its New Mexico data center project to protect itself from higher expenses. “Project Jupiter remains…
Santos CEO wants gas reserve rules set, but with key changes
Santos chief executive Kevin Gallagher is set to call for timely decisions on the federal government’s planned gas reservation system to clear the way for billions of dollars of potential investment to develop production in…
Another day, another bond market bloodbath
Make no mistake: there is pain in the bond market. Traders are being smacked around and wiped out as record-high bond yields surge ever higher, triggering stop losses and desk closures around the world. If…
ASX set to fall as oil rises, bond yields surge
Australian shares are poised to open lower. The yield on the US 10-year note rose 8 basis points to 5.2 per cent during New York’s trading day. Oil topped $US107 a barrel amid conflicting headlines…