News & Insights
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…
Read moreThe 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…
Read moreRate pause gives bonds traders confidence RBA is done
Money markets are upping their bets that the next move on interest rates could be down. The Reserve Bank of Australia’s decision to keep interest rates on hold this month has emboldened traders and market…
Two charts, one crisis: Australia’s top-heavy sharemarket trap exposed
Forget SpaceX, the biggest issue in Australian markets is the way the top-10 stocks are running away from the rest. Clear-headed fund manager Allan Gray has nailed Australia’s big equity market problem in just two…
Dow climbs above 52,000 for first time as oil prices fall, but tech sell-off knocks down S&P 500
The Dow Jones Industrial Average rose to a record high on Tuesday as investors rotated out of chipmakers and into cyclical stocks amid declining oil prices. The 30-stock index advanced 328.64 points, or 0.64%, for a record…
INVESTMENT COMMITTEE INSIGHTS – Cyber Resilience, Smarter Governance & Expanding Investment Opportunities [June 2026]
“Cyber Resilience, Smarter Governance & Expanding Investment Opportunities” We are pleased to share a high-level summary of our latest Investment Committee Meeting, focused on strengthening governance, enhancing client communications, leveraging technology, and exploring opportunities across…
Nvidia plans to raise at least $20 billion in first debt sale since start of AI boom
Nvidia is aiming to raise at least $20 billion in debt, according to sources with knowledge of the matter, in the chipmaker’s first bond sale since the start of the AI boom. Source: https://www.cnbc.com/2026/06/15/nvidia-plans-to-raise-about-20-billion-first-debt-sale-in-ai-boom.html
Telstra pinned as possible SpaceX loser after mega float
Traders are betting that ASX-listed telco giant Telstra will face a disruptive threat from Elon Musk’s newly listed $US1.8 trillion ($2.6 trillion) giant SpaceX, which runs satellite internet operator Starlink. SpaceX listed on Friday in a blockbuster…
Stocks and bonds soar as Iran deal eases rate rise fears
A tentative peace deal between the United States and Iran kicked off a rally in financial markets, sending stocks, bonds and bitcoin sharply higher on hopes that a slump in the oil price will ease…
Gina Rinehart snags $1.4b stake in SpaceX IPO
Australia’s richest person, Gina Rinehart, says her $1.4 billion bet on Elon Musk’s SpaceX reflects her confidence in the trillionaire founder and recognises the need for Western nations to lead the world in technology and…
Oil prices fall about 5% as Iran deal is set to open Hormuz Strait
Oil prices tumbled nearly 5% Monday, after President Donald Trump said the U.S. has completed a deal with Iran to reopen the Strait of Hormuz. U.S. crude oil futures dropped about 4.9% to close at $80.75…
Top Wall Street analysts are confident about the growth prospects of these 3 stocks
Geopolitical uncertainty and macroeconomic pressures have continued to affect market sentiment in recent trading sessions. But continued volatility also presents an opportunity to find stocks trading at attractive prices and benefit from their long-term growth…