News & Insights

Pacific Perspectives

Brent oil price near $100 again with U.S.-Iran talks uncertain and Hormuz still blocked

17 Apr 2026

Source: https://www.cnbc.com/2026/04/16/iran-war-oil-price-strait-hormuz.html

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Pacific Perspectives

Santos CEO signals potential 2028 exit as chairman departs first

17 Apr 2026

Santos chief executive Kevin Gallagher has signalled he intends to lead the oil and gas group until at least 2028 to guide it through the next stages of major projects, outlasting chairman Keith Spence who…

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Pacific Perspectives 12 Nov 2024

Big industry super property fund plunges to $1.5b loss on write-downs

ISPT, one of the country’s biggest property investors for industry superannuation funds, has plunged to a $1.5 billion loss in its flagship vehicle as real estate values fell and the cost of servicing its debt…

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Pacific Perspectives 12 Nov 2024

Transurban tolls hit NSW roadblock

The Minns NSW government and Transurban are at loggerheads over how to reduce the long-term costs to taxpayers and motorists from Sydney’s sprawling toll road network. Toll roads seemed such a painless way for state…

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Pacific Perspectives 11 Nov 2024

Bull market revs back up on Trump enthusiasm as traders race to grab small caps, banks and Tesla

Source: https://www.cnbc.com/2024/11/09/bull-market-revs-back-up-on-trump-enthusiasm-as-traders-race-to-grab-small-caps-banks-and-tesla.html

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Pacific Perspectives 11 Nov 2024

One business is paying $7.4m in Sydney road tolls

The Minns government is ramping up pressure on Transurban to overhaul its toll road contracts in NSW, arguing that baked-in increases add costs not just to households but to businesses, one of which is paying…

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Pacific Perspectives 11 Nov 2024

UK pension fund crisis shows super risk to markets in Australia: RBA

Poor liquidity management by the $3.9 trillion superannuation sector could threaten financial stability similar to the near-collapse of pension funds in Britain in 2022 after a rush on margin calls, the Reserve Bank has warned. RBA governor…

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Pacific Perspectives 11 Nov 2024

ASX to open lower as Beijing stimulus plans fail to excite investors

The Australian sharemarket is poised to retreat on Monday as investors turn increasingly negative on already bruised mining companies after authorities in China failed to impress with their latest stimulus package. Futures indicate the S&P/ASX…

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Pacific Perspectives 11 Nov 2024

Dow tops 44,000 for first time, S&P 500 closes at record high to cap election week rally: Live updates

The stock market climbed to another round of records on Friday, as the Dow and S&P 500 wrapped up their best week in a year after Donald Trump’s election win. The Dow Jones Industrial Average rose 259.65…

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Investment Committee Insights 31 Oct 2024

INVESTMENT COMMITTEE INSIGHTS – Adapting with Purpose [October 2025]

The October meeting offered an opportunity to explore strategic adjustments and deepen our commitment to delivering tailored investment solutions. Below are five key highlights from the discussion: Emphasis on Customization The committee reiterated the importance…

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Pacific Perspectives 14 Aug 2024

AGL Energy prepares to unveil big batteries play; acquires Firm Power

It’s been a tumultuous time for AGL Energy, the $7.7 billion electricity and gas giant backed by billionaire businessman Mike Cannon-Brookes, with plenty of hand wringing about the company’s strategy. Now that this has been…

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Pacific Perspectives 14 Aug 2024

Aurizon tumbles on weak earnings outlook

Aurizon must convince investors its prospects for earnings growth are sound after the stock suffered a 9 per cent drop on a lower than expected full-year profit result. The 25 per cent jump in 2023-24…

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