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 moreMarkets flip the script on rates after hot inflation print
A stronger-than-expected inflation print for July has flipped the script on interest rates in Australia, with traders and economists starting to weigh the prospect of at least one more increase this year. Markets were swift…
Private credit faces ‘real test’ as developers fail, investors flee
The nation’s $200 billion private credit sector is showing increasing signs of stress after some of its biggest firms limited redemptions on their portfolios, prompting the corporate regulator to warn that significant cracks were beginning…
Stock futures rise as Nvidia shares jump 4% after earnings: Live updates
Stock futures are higher Wednesday night as investors parsed the latest earnings reports from Nvidia and other well-known technology companies. Dow Jones Industrial Average futures climbed 207 points, or 0.4%. S&P 500 futures advanced 0.5%, while Nasdaq 100 futures jumped 0.9%. Nvidia…
PACIFIC NAVIGATOR – Economic Growth, Inflation, & the Bond Market [August 2026]
ECONOMIC GROWTH, INFLATION, & the BOND MARKET Executive Summary & Recommendation Why does a report on the US bond market matter to a diversified portfolio? Because US Treasury yields form the closest thing global markets…
Here’s why markets are starting to care about the 2026 election 10 weeks out
Markets are starting to care about the 2026 midterm elections, which loom 10 weeks away and could rip full control of Congress from President Donald Trump and the Republican Party. Democrats are favored to win at least one chamber of Congress come November,…
Investors ‘screwed over’ by BHP as the mining giant takes over ASX 200
This time last year, some of the country’s most prominent fund managers were counting the cost of sitting out of the dazzling rally in Commonwealth Bank as the lender’s ballooning weight on the S&P/ASX 200…
Several RBA board members eye another rate rise
Several members of the Reserve Bank of Australia’s monetary policy board think another interest rate rise may be required to tame inflation, according to minutes of its latest meeting that highlighted the risk of further…
ASX to rise; oil drops 5pc
Australian shares are poised to open higher/ Wall Street advanced modestly as oil shed more than 5 per cent to fall below the $US88 a barrel mark after Iran and Oman pressed forward with a…
Investor competition for commercial real estate sees strongest growth in a year
Investors are flooding back into the commercial real estate market, powered by a steep rise in liquidity from sources across the finance spectrum. That’s despite stubbornly high borrowing rates. Bidding for properties in June posted…
INVESTMENT COMMITTEE INSIGHTS – Discipline Through Change: Strengthening Conviction, Diversification, and Oversight [August 2026]
Meeting Date: Friday & Wednesday, 14 & 19 August 2026 “DISCIPLINE THROUGH CHANGE: STRENGTHENING CONVICTION, DIVERSIFICATION AND OVERSIGHT” We are pleased to share a high-level summary of our August Investment Committee Meeting, which was conducted…