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 moreEli Lilly to build $6.5 billion Texas manufacturing facility for obesity pill, other drugs
Source: https://www.cnbc.com/2025/09/23/eli-lilly-plans-6point5-billion-texas-manufacturing-plant-for-obesity-pill.html
Gold goes ‘parabolic’ as investors bet big on the Fed
Investors are banking on the record run in gold to continue, turbocharging the ASX-listed gold miners on expectations that further interest rate cuts from the US Federal Reserve will fuel the next leg of demand.…
Santos CEO warning on gas intervention exposes bitter rift with rivals
Santos chief executive Kevin Gallagher has warned the Albanese government that making gas exports from Queensland subject to obligations to supply the domestic market would hit LNG contracts, damaging Australia’s reputation with foreign investors. The…
Here’s how Australia’s sharemarket ranks against the rest of the world
Australia’s sharemarket may have climbed above 9000 points for the first time ever this year, but it’s still lagging the rest of the world because of its lack of exposure to artificial intelligence and a…
Stock futures are little changed after S&P 500 pulls back from record highs: Live updates
Stock futures were little changed Tuesday night after the S&P 500 pulled back from record levels. Futures tied to the Dow Jones Industrial Average edged up 15 points, or 0.03%. S&P futures were 0.04% higher, while Nasdaq 100 futures rose 0.07%. In…
INVESTMENT COMMITTEE INSIGHTS – Resilience, Active Management & Market Opportunities [September 2025]
Meeting Date: Friday, 19 September 2025 Our September Investment Committee meeting brought together the PPAM team to review business developments, economic conditions, and portfolio strategies. The discussions ranged from personal updates and operational progress to…
PACIFIC COMPASS – Balanced Growth with Cautious Positioning [August 2025 Review]
MONTHLY ECONOMIC & INVESTMENT REVIEW – AUGUST 2025: Growth assets again outperformed Defensive assets in August. Australia shares led other developed market peers largely due to a powerful run in Mining stocks. Global equities advanced…
Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout
Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers based around the chipmaker’s AI processors, the companies said on Monday.…
Beware a big super unwind and its impact on the ASX
Australia’s superannuation performance tests have changed accountability for the better. Super fund trustees now live in fear of failure which, at its heart, is a good thing for ordinary Australians and their retirement savings. However,…
Santos deal’s demise triggers hedge fund scramble and switch
The news that the proposed $36.4 billion takeover of Santos was dead would have come as a bolt from the blue for the hedge funds that had accumulated hundred-million-dollar positions in the oil and gas…