News & Insights
European stocks close mixed and Asia-Pacific markets rise as investors assess renewed Middle East hostilities
8 Sep 2026
European stocks ended Monday’s session in mixed territory after Asia-Pacific markets broadly rose, with investor attention focused on the latest developments in the U.S.-Iran war. The pan-European Stoxx 600 benchmark closed just below the flatline. France’s CAC 40 led…
Read moreSantos boosts stake in $19.5b Papua LNG project
8 Sep 2026
Santos will proceed later this year to build a $19.5 billion LNG project in Papua New Guinea after its French partner TotalEnergies announced a suite of deals that include Australian second-largest oil and gas company…
Read moreHESTA questions Santos strategy as output guidance cut
A top-20 shareholder in Santos has raised questions about the oil and gas producer’s strategy and called for it to focus on delivering value to investors, just as the gas giant was forced to cut…
Wall Street complacent about massive AI disruption, Blackstone warns
Wall Street investors are underestimating artificial intelligence’s potential to make entire industries obsolete, Blackstone’s president has said, adding that the impact of the technology was now “top of our list” when evaluating deals. Jonathan Gray…
ASX to slip; Reece buys back $365m shares, ZIP ups US sales forecast
The Australian sharemarket is set to dip as traders brace for a key week in the US reporting season, which will reveal whether earnings from the likes of Intel and Tesla can satisfy investors and…
Bank worries, China trade feud unnerves stock market. Typical October volatility or something bigger?
How are we enjoying the “normal seasonal soft patch” so far? The stock market spent the past week chopping around the range left by the sharp drop the prior Friday, while confronting the ghosts of…
CNBC Daily Open: Major U.S. banks enjoy a blowout quarter — assuaging trade war concerns
Source: https://www.cnbc.com/2025/10/16/cnbc-daily-open-major-us-banks-enjoy-great-quarter-assuaging-trade-fears.html
Super funds pile into Ardian’s $30b infrastructure fund
Australian superannuation funds are ramping up exposure to European infrastructure, joining a wave of global investors in backing French private investment firm Ardian’s record $US20 billion ($30.82 billion) infrastructure platform. Ardian said its latest vehicle…
Bond markets scream rate cut after jobless rate ‘curveball’
An unexpected spike in Australia’s unemployment rate to 4.5 per cent in September has prompted bond investors to rapidly price in an interest rate cut by the Reserve Bank of Australia next month. While economists had been…
ASX ‘divorced from the reality’ of investor views on listing rules
Overwhelming shareholder support for a change in the constitution at cans and glass bottle maker Orora, which limits the size of capital raisings the company can conduct without needing a vote, suggests the ASX is…
Jim Cramer: If you can’t spend ‘4 hours a year’ on this, you shouldn’t own individual stocks
Jim Cramer wants you to buy and hold stocks — if you’re willing to do some ongoing homework. In his book, “How To Make Money In Any Market,” Cramer outlines his system for building long-term wealth…
INVESTMENT COMMITTEE INSIGHTS – Navigating Growth with Focused Discipline [October 2025]
Meeting Date: Friday, 10 October 2025 “Navigating Growth with Focused Discipline” Pacific Private Asset Management’s Investment Committee met in October to review market conditions, assess portfolio positioning, and refine performance monitoring across client portfolios. Key…