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 morePACIFIC COMPASS – Balanced Portfolios in a Shifting Market [July 2025 Review]
Global equity markets advanced again in July, supported by easing trade tensions, resilient economic data, and optimism heading into corporate earnings season. U.S. and global indices reached or approached record highs, while Australian equities gained…
Eli Lilly’s 170% UK price hike for Mounjaro is just the start as pharma firms bow to Trump’s pricing pressures
Eli Lilly’s move to raise the U.K. list price of its blockbuster diabetes drug Mounjaro marks the start of prices hikes across Europe, analysts say, as pharmaceutical firms respond to U.S. President Donald Trump’s drug pricing demands.…
Ryan Stokes flags acquisitions for SGH, attacks Abu Dhabi bid for Santos
Ryan Stokes says the proposed $36 billion takeover offer for Santos by the Abu Dhabi National Oil Company and US private equity giant The Carlyle Group could be highly detrimental to Australia’s national interest and domestic gas…
The 7 stocks at risk of a reporting day sell-off
UBS has named seven ASX-listed blue-chip stocks that are at risk of following Commonwealth Bank into a post earnings season sell-off, with the broker warning the market appears less willing to support lofty valuations without the profit…
ASX to slide; CSL ups dividend by 12pc, Judo profit soars
Australian shares are poised to open lower. US equities were little changed in afternoon trading, with investors looking ahead to a speech by Federal Reserve chairman Jerome Powell later in the week. On Tuesday’s reporting…
Stocks end Monday little changed as investors look ahead to Powell speech, retail earnings: Live updates
The major averages ended Monday near flat after posting a winning week. Traders awaited key retail earnings and Federal Reserve Chair Jerome Powell’s annual speech at the central bank’s Jackson Hole summit. The Dow Jones Industrial…
‘Don’t quit the market’ when it’s frothy, says Jim Cramer. Here’s why
CNBC’s Jim Cramer on Thursday said that although the market may be frothy, investors shouldn’t quit because there are enough positive stock stories to overwhelm the froth with rationality. Cramer used the dotcom bubble burst as an…
Why this reporting season is a backdrop for more market gains
For two months each year, reporting season takes centre stage for Australian equity investors. Heading into this one, the narrative was grim: weak revision momentum, a third year of negative earnings growth, stretched valuations, and…
Frustrations boil over at Iress amid $2b buyout plan
Years of investor frustration are boiling over at Iress. Having failed to lock in a private equity bid at a much higher price four years ago, fund managers are furious Iress isn’t bending over backwards…
ASX to drop; NAB’s $130m surprise, REA taps CAR Group boss as next CEO
Investors are expected to take some profits following a historic rally by the Australian sharemarket as they question whether the outlook for corporate profits stacks up against lofty stock valuations, and brace for the Federal…