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Pacific Perspectives

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…

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Pacific Perspectives

Santos 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…

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Pacific Perspectives 14 Oct 2025

The bull market just turned 3 years old – how long do they typically last after making that milestone?

Happy bull market anniversary! The bull just turned 3 years old. Since bottoming on Oct. 12, 2022, when the S&P 500 closed 25.4% lower into a bear market following the start of the Federal Reserve’s…

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Pacific Perspectives 14 Oct 2025

Gold rally helps lift top stock picker returns to 141pc in one year

Paragon’s hope of remaining Australia’s top equity fund received a huge boost in September after its long-short strategy rode the blistering rally in precious metals to a mammoth 36 per cent return. The commodity-focused hedge…

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Pacific Perspectives 14 Oct 2025

$10m super ‘cap’ may drive investment in property and trusts

Labor has effectively capped superannuation concessions at $10 million, which experts said would encourage wealthy Australians to pull their money out of the retirement savings system and park it in luxury property and trusts. The…

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Pacific Perspectives 14 Oct 2025

These ASX small caps are primed for a ‘catch-up’ rally

When Melbourne-based investment manager LSN Capital Partners launched its small cap fund in 2021, it was a baptism by fire for Nick Sladen. The unprecedented stimulus pumped into the economy during the pandemic unleashed a…

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Pacific Perspectives 14 Oct 2025

Wall Street divided: Jim Cramer sees 3 distinct stock markets at work right now

CNBC’s Jim Cramer said Monday that Wall Street is a land divided — with three distinct markets existing under the surface that are all behaving differently. “We’ve got a speculative market, and then we’ve got a market…

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Pacific Perspectives 13 Oct 2025

Dow drops almost 900 points, S&P 500 declines the most since April after Trump’s new China tariff threat

Stocks settled decidedly lower after a rapid decline on Friday following President Donald Trump’s threat of higher tariffs on China, in which he accused the country of “becoming very hostile” with its restrictions on rare earth…

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Pacific Perspectives 13 Oct 2025

Santos’ GLNG in firing line as east coast gas remedies loom

Santos’ GLNG gas export venture in Queensland is emerging as likely to be the biggest casualty in the reforms expected from Labor’s review of the east coast gas market rules, with one analyst estimating it…

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Pacific Perspectives 13 Oct 2025

Here’s the other mega trade that will reshape your portfolio

We’re pretty sure that “batshit crazy” isn’t a technical term in financial markets, but it’s hard to disagree with the assessment of recent moves in precious metals by Societe Generale strategist, Albert Edwards. Gold’s historic…

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Pacific Perspectives 13 Oct 2025

ASX to follow Wall Street lower as tariff anxiety returns to markets

Donald Trump’s trade war rhetoric has led to the worst day on Wall Street since April.Donald Trump’s trade war rhetoric led to the worst day on Wall Street since April. Bloomberg Still, the prospect of…

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Pacific Perspectives 13 Oct 2025

It’s time to sell frothy speculative stocks with little earnings, Jim Cramer says

A large cohort of red-hot speculative stocks have exploded in tandem with the broader tech boom — but now it’s now time to sell before these companies run out of money, CNBC’s Jim Cramer said. “So far,…

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