News & Insights

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 Aug 2025

Dow rallies 400 points for a second day, S&P 500 closes at another record high

Stocks rose Wednesday, adding to their recent momentum as expectations for lower U.S. Federal Reserve rates continue driving the major indexes to all-time highs. The Dow Jones Industrial Average gained 463.66 points, or 1.04%, at 44,922.27. The S&P…

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Pacific Perspectives 13 Aug 2025

Stocks are celebrating inflation’s demise prematurely and the big money isn’t buying, says Larry McDonald

The stock market and retail investors are celebrating an end to inflation worries prematurely on Tuesday, and the big money is not playing along, according to Larry McDonald of “The Bear Traps Report,” whose clients…

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Pacific Perspectives 13 Aug 2025

Super system faces trillion-dollar foreign exchange stress test

The country’s largest superannuation funds face greater scrutiny over the size of the currency hedge risk needed to protect the growing pile of retirement savings being invested in offshore markets, with concerns the current safeguards…

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Pacific Perspectives 13 Aug 2025

Bond traders wager on two more cuts after no RBA pushback

Bond traders are pricing in more rate relief in the coming months amid signs the Reserve Bank of Australia governor Michele Bullock appears more comfortable about inflation and the labour market. The central bank –…

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Pacific Perspectives 13 Aug 2025

Markets lift bets on September US rate cut, economists hedge: 22 views

The probability of a quarter point cut in US interest rates in September rose to 94.1 per cent, according to the CME Group’s FedWatch Tool, after headline consumer prices rose moderately in July. Economists were…

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Pacific Perspectives 13 Aug 2025

Stock futures are little changed after market returns to record highs: Live updates

Stock futures are little changed Tuesday night as investors look ahead to inflation data due later this week. Futures tied to the Dow Jones Industrial Average dropped 13 points, or less than 0.1%. S&P futures fell 0.04%, while Nasdaq…

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Investment Committee Insights 12 Aug 2025

INVESTMENT COMMITTEE INSIGHTS – Continuing Our Growth Journey [August 2025]

Meeting Date: Friday, 8 August 2025 Our latest Investment Committee meeting brought together the PPAM team to review recent business progress, client initiatives, and portfolio research. Key Discussion Highlights Business & Strategic Updates Client Acquisition…

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Pacific Perspectives 12 Aug 2025

Amazon tops 100 satellites after weather-delayed Kuiper launch

Amazon shipped another batch of internet-beaming satellites into orbit on Monday atop a SpaceX Falcon 9 rocket, after four previous launch attempts were interrupted by weather issues. Monday’s launch is the fourth Kuiper mission, and Amazon now has 102 satellites…

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Pacific Perspectives 12 Aug 2025

ADNOC has ‘substantially completed’ work on Santos bid, wins extension

Abu Dhabi National Oil Company and its partners have secured an additional two weeks to finalise their $36.4 billion takeover bid for Santos. The extension until August 22 comes amid persistent speculation over whether the Middle Eastern…

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Pacific Perspectives 12 Aug 2025

How low will they go? Economists predict end of RBA rate cut run

The Reserve Bank of Australia is almost certain to lower the cash rate to 3.6 per cent on Tuesday, but economists say weak productivity growth, low unemployment and rising government spending mean only one or…

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