News & Insights

Pacific Perspectives

Stocks making the biggest moves after hours: ServiceTitan, Mission Produce, Chime Financial and more

9 Sep 2026

Check out the companies making headlines in after-hours trading. ServiceTitan — The software provider’s stock tumbled 19% after posting current-quarter revenue guidance that came in slightly below analyst forecasts. However, ServiceTitan surpassed Wall Street consensus estimates…

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Pacific Perspectives

The most active managers in almost a decade are trailing the ASX

9 Sep 2026

Australian active managers have had a horror run this year, wrong-footed by a relentless rally in the ASX’s biggest companies that has left the industry on track to record its highest rate of underperformance in…

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CIO Insights 20 Jun 2025

PACIFIC COMPASS – Defensive Positioning Amid Global Uncertainty [May 2025 Review]

MONTHLY ECONOMIC & INVESTMENT REVIEW: MAY 2025 1. Executive Summary Global equity markets rebounded in May 2025, supported by a temporary pause in US-China tariff escalation and dovish central bank signals. However, we remain concerned…

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Pacific Perspectives 20 Jun 2025

CNBC Daily Open: U.S. economic slowdown still in the cards, Fed says

 Points At U.S. Federal Reserve Chair Jerome Powell’s post-meeting press conference, the topic of tariffs — specifically, their impact on prices — was a recurring one. “Everyone that I know is forecasting a meaningful increase in…

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Pacific Perspectives 20 Jun 2025

$25m a year on red tape is driving up power prices: AGL

The boss of the country’s largest power and gas retailer says it spends up to $25 million a year dealing with compliance and regulation costs that inevitably are passed on in part to consumers. The…

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Pacific Perspectives 20 Jun 2025

The ASX stock that Ausbil says has ‘material upside potential’

David Lloyd is portfolio manager at Ausbil’s $605 million Australian emerging leaders fund. The Sydney-based firm oversees $19.4 billion in assets. Have there been many opportunities to invest amid all the geopolitical tariff-related uncertainty? Have…

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Pacific Perspectives 20 Jun 2025

RBA, Fed in no rush to cut interest rates, economists warn

Interest rates in Australia and the United States may be on hold for longer than the market and borrowers are hoping, thanks to resilient jobs numbers that suggest there is no pressing need to cut…

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Pacific Perspectives 20 Jun 2025

Dow posts narrow loss after Fed signals it’s in no hurry to cut rates: Live updates

The Dow Jones Industrial Average ended Wednesday modestly lower following the Federal Reserve’s latest policy update, where the central bank kept interest rates steady and Chair Jerome Powell signaled it would wait to see the…

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Pacific Perspectives 19 Jun 2025

Dow posts narrow loss after Fed signals it’s in no hurry to cut rates: Live updates

The Dow Jones Industrial Average ended Wednesday modestly lower following the Federal Reserve’s latest policy update, where the central bank kept interest rates steady and Chair Jerome Powell signaled it would wait to see the…

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Pacific Perspectives 19 Jun 2025

Major Santos shareholder L1 Capital backs $36b takeover

One of the largest active investors on the share register of Santos has backed the $36 billion bid for the oil and gas giant by the Abu Dhabi National Oil Company and US private equity…

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Pacific Perspectives 19 Jun 2025

AGL Energy brings in bankers to sell stake in Tilt Renewables

AGL Energy is preparing to offload its stake in Tilt Renewables, the green energy developer that it helped pluck off the Australian and New Zealand stock exchanges in a $2.7 billion bid four years ago.…

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Pacific Perspectives 19 Jun 2025

ASX to open lower; Fed holds as Wall St rises

The Australian sharemarket is set to open lower as iron ore extended its decline and the Federal Reserve kept interest rates on hold as expected. Futures for the ASX 200 were down 0.2 per cent…

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