News & Insights
Pacific Podcast | Pacific Flagship Ep 2: Beyond AI
22 Oct 2026
Overview When Do Higher Yields Start to Hurt Stocks? Executive Summary Bond investors have had a rough few years. Since the 2020 lows, 10-year government yields have climbed roughly four and a half percentage points…
Read moreTesla beats on earnings and sales even as auto revenue declines
22 Oct 2026
Tesla reported better-than-expected third-quarter results after the bell on Wednesday, even as automotive revenue dropped. The stock was little changed in extended trading. Here’s how the company did, compared with estimates from analysts polled by…
Read moreGhosts of Qantas haunt Maxine Brenner’s Telstra board seat
Maxine Brenner, one of the country’s highest-profile directors, is facing opposition to her bid to be re-elected to the board of telecommunications giant Telstra after an influential governance advisory firm recommended clients vote against her…
Bonds, anyone? Investors swap stocks for debt as rotation begins
As global bond yields soar to multi-decade highs, the attractive returns are prompting some of the world’s biggest investors, for the first time in years, to start rotating out of the US sharemarket to buy…
ASX to fall, US equities little changed
Australian shares are poised to open lower after JPMorgan and Goldman Sachs started Wall Street’s third-quarter reporting season with solid results but failed to buoy US equities. Meanwhile, chip stocks found buyers after a morning…
The stock market is at a critical juncture. Wall Street is convinced it will resolve in the bulls’ favor
This is a deeply divergent stock market that almost no one saw coming and few are enjoying, but most everyone seems to think is about to resolve in their favor. The extraordinary split between the…
Stocks making the biggest moves midday: eBay, Sandisk, Meta Platforms, IonQ, Lumentum & more
Here are some of the companies making headlines in midday trading. Memory stocks – Shares of memory chip companies slid after China’s CXMT said it will begin producing next-generation memory chips that will compete for…
Meta’s Muse debut unleashes next leg of the AI trade for investors
Australia’s top global technology investors have long prided themselves on identifying the next leg of the artificial intelligence trade before the rest of the market catches on. It helped them generate huge returns earlier this…
The countries most threatened by turbulent bond markets
Forever, it turns out, was temporary. For much of the 2010s, economists were worried that interest rates would remain near zero indefinitely, held down by too much saving and too little investment. All of a…
ASX to open higher
Australian shares are set to open higher, tracking gains in the Dow Jones on Wall Street. US investors await the start of three weeks of reporting with four major banks on deck Tuesday. Oil faded…
The bull market turned 4 years old on Monday. Investors say reaching a fifth birthday could be challenging
Happy birthday to the bull market, which just turned four. Monday marks the fourth anniversary of the current bull market, with the S&P 500 having climbed nearly 120% since its closing low on Oct. 12,…
Ray Dalio warns the stock market’s cushion against rising bond yields is shrinking
Billionaire investor Ray Dalio warned on Thursday that stocks face mounting pressure from rising bond yields and the prospect of weaker corporate cash flows, even as earnings continue to grow. The Bridgewater Associates founder told…