News & Insights

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 Apr 2026

ASX to fall

Australian shares are poised to drop at the open. Both the S&P 500 and Nasdaq Composite reset their record highs, setting the stage for a busy week of quarterly results, particularly from US megacap tech.…

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Pacific Perspectives 28 Apr 2026

Investors usually ‘sell in May and go away.’ Why that may not work this year

“Sell in May and go away?” Some market participants say it could be better to wait and see this year. The old stock market adage speaks to the phenomenon in which the May-through-October stretch has…

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Pacific Perspectives 27 Apr 2026

Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays

There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks are not for the faint of heart. Neoclouds are building AI-dedicated computing infrastructure and represent the risky…

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Pacific Perspectives 27 Apr 2026

America is in a staggering profit boom. Australia is nowhere

It is no surprise that Wall Street’s stunning rebound over the past three weeks – the S&P 500 index is now up 12.5 per cent from its Iran war low on March 30 – has…

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Pacific Perspectives 27 Apr 2026

The explosive Triple Zero survey infuriating Australia’s telcos

Australia’s telco regulator has demanded to see the entire dataset, questions, panel details and responses behind an explosive consumer survey that found one in 10 Australians has been unable to connect to Triple Zero over…

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Pacific Perspectives 27 Apr 2026

Hunting for yields: Fundies pick their top ASX dividend stocks

Investors hunting for strong dividend yields as a haven from the market volatility triggered by the Middle East conflict and rising interest rates have plenty of options on the ASX, according to analysts, including car…

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Pacific Perspectives 27 Apr 2026

Stock futures fall as Iran peace talks stall, oil rises: Live updates

Stock futures fell in overnight trading Sunday as stalled Iran peace talks and a fresh escalation in the Strait of Hormuz pushed oil prices higher, keeping geopolitical tensions front and center heading into a pivotal…

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Pacific Perspectives 24 Apr 2026

Tesla shares fall after results. But this market speculation may keep the stock afloat for a while

Tesla shares were lower after its first-quarter earnings announcement on Wednesday on the company’s bigger-than-anticipated cap-ex expansion, but Wall Street is buzzing about speculation that could keep a bid under the stock for the near future. The chatter…

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Pacific Perspectives 24 Apr 2026

Promised buybacks less forthcoming for the ASX’s private credit funds

Two ASX-listed private credit vehicles did not carry out quarterly buybacks as expected at the end of March, prompting brokers to question why advertised capital management strategies had not been followed. MA Financial’s MA Credit…

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Pacific Perspectives 24 Apr 2026

Australia’s ETF market is set to hit $380b, up 400pc in six years

Younger investors are increasingly turning to exchange-traded funds, driving index tracking strategies to grow by a fifth this year alone. State Street, the largest global ETF administrator and one of the world’s big three ETF…

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