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Pacific Perspectives

Vance says Fed should lower interest rates: ‘Would be nice to have some help’

4 Sep 2026

The Federal Reserve should cut interest rates to make homes more affordable, Vice President JD Vance said Thursday, adding to the pressure President Donald Trump has placed on the central bank to cut borrowing costs. The remarks came days after Trump’s handpicked Fed…

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Pacific Perspectives

The one thing that caught Goldman Sachs’ notice this earnings season

4 Sep 2026

After the relentless barrage of ASX earnings announcements during the August reporting season, the one thing that stood out the most for Goldman Sachs was the number of companies that rallied on better-than-expected results only…

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Pacific Perspectives 28 Jan 2025

Optus says tough new scam rules are ‘unworkable’

Telecommunications giant Optus says the Albanese government’s planned new rules that aim to stop Australians being plagued by scams on their phones and social media are unworkable and ineffective. But billionaire Andrew Forrest – whose…

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Pacific Perspectives 28 Jan 2025

How the ASX dodged the DeepSeek bullet

On the surface, the ASX defied Wall Street’s day of drama. But local investors spent the day puzzling over what DeepSeek means for the Australian tech sector. For the past few years, as Australian sharemarket…

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Pacific Perspectives 28 Jan 2025

S&P 500 rises, Nasdaq jumps 2% in recovery rally after Nvidia-led sell-off: Live updates

Stocks climbed Tuesday, recovering some ground from a sell-off sparked by the emergence of Chinese artificial intelligence startup DeepSeek that sent tech shares reeling. The S&P 500 advanced 0.92% to 6,067.70, with technology shares seeing the biggest gains among…

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Pacific Perspectives 27 Jan 2025

Stocks making the biggest moves midday: Nvidia, Oracle, Constellation Energy, AT&T and more

Check out the companies making headlines in midday trading: Nvidia — The chipmaker tumbled nearly 17% as the performance of a language model from Chinese startup DeepSeek raised questions about the amount of investment in artificial intelligence. With…

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Pacific Perspectives 27 Jan 2025

Eleven stock tips from Sohn to get you through 2025

Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas for the year ahead. As always, it can be hit-and-miss. Last year’s…

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Pacific Perspectives 27 Jan 2025

ASX to rise, Nvidia hammered in AI meltdown; bitcoin tumbles

ASX futures were poised for a modest rise on Tuesday as investor concern around a cheaper artificial intelligence model developed in China sent shares in global AI companies in to meltdown. ASX futures see-sawed on…

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Pacific Perspectives 27 Jan 2025

Cbus hits ‘sweet spot’ as it surpasses $100b in assets

The chief investment officer of Cbus says the construction sector superannuation fund is in a sweet spot after the value of its managed retirement savings passed $100 billion on the back of strong returns. Brett…

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Pacific Perspectives 27 Jan 2025

S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China’s DeepSeek: Live updates

The S&P 500 and Nasdaq Composite were down sharply Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek, which has possibly made a competitive AI model for a fraction of the…

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Pacific Perspectives 26 Jan 2025

Top Wall Street analysts recommend these dividend stocks for stable returns

The stock market has been coasting on enthusiasm as President Donald Trump takes the reins, but plenty of questions remain over tax cuts and tariffs. Dividend-paying stocks can offer investors some cushioning if the market…

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Pacific Perspectives 26 Jan 2025

Investors should forget DEI and ESG wars and follow the money

One of the great rules of investing is that things are never as bad as they seem, nor as good. Perhaps the most famous contrarian maxim of them all – Warren Buffett’s “buy straw hats…

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