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 moreBillionaire hedge fund manager enacts ‘little short’ on the market
The journey of Lord Michael Hintze from Harbin, China, where he was born, to the House of Lords is a fascinating one. The English-Australian billionaire served as a captain in the Australian Army, studied at Harvard and…
How Australian shares are shielded in the ‘full Ponzi’ AI boom
There’s a lot of bubble talk swirling around markets. Monday morning desk notes were full of it. Let’s just say the artificial intelligence capex boom is “close to full Ponzi”, and that’s why equity prices are…
ASX to rise; US shutdown adds to economic uncertainty
Australian shares are set to open higher, tracking a more positive Wall Street, when healthcare stocks paced S&P 500 to a record high that led it to close above 6700 points for the first time.…
Stock futures are little changed as investors look past government shutdown: Live updates
Stock futures are little changed Wednesday night after the S&P 500 logged a fresh high and investors appeared to shrug off concerns tied to the latest U.S. government shutdown. Futures tied to the Dow Jones Industrial Average fell…
Stocks making the biggest moves midday: Pfizer, Semtech, Spotify, UiPath, CoreWeave and more
Check out the companies making the biggest moves midday: Semtech — The signal components maker rallied 8% after the company announced the launch of new optical receivers for artificial intelligence networks alongside Poet Technologies. On top of that,…
Fund managers tip the next winners of the AI revolution
Oracle, Broadcom and Palantir are the new favourites among Australian fund managers who have been hunting for the next winners in the artificial intelligence revolution. While Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta and Tesla have…
Bullock warns sticky inflation may stall RBA rate cuts
Reserve Bank governor Michele Bullock says she will need to rethink further interest rate cuts if inflation continues to surprise on the upside, as economists warn businesses could soon start passing higher labour costs through…
ASX to slip, US equities end higher for second quarter in a row
Australian shares are set to open lower this morning with ASX 200 futures ponting down 11 points to 8862. Shares in New York shook off morning weakness to turn positive late, despite concern about a…
Stock futures are lower as government shutdown looms: Live updates
Stock futures edged lower Tuesday night as investors assess the ramifications of a looming U.S. government shutdown. Futures tied to the Dow Jones Industrial Average fell 52 points, or 0.1%. S&P futures and Nasdaq 100 futures both slipped about 0.2%. The moves…
PACIFIC NAVIGATOR – Stagflation Watch: a 12-36 Month Investor Playbook [September 2025]
Executive Summary There has been some recent chatter from economists about the possibility of a stagflationary period precipitated by demographic and deglobalisation forces. Stagflation is characterized by simultaneous high inflation, sluggish economic growth, and elevated…