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 moreINVESTMENT COMMITTEE INSIGHTS – Resilience, Rotation & Return Realism [February 2026]
Meeting Date: THURSDAY, 19 FEBRUARY 2026 “Resilience, Rotation & Return Realism” We are pleased to share a high-level summary of our latest Investment Committee Meeting, centred on portfolio positioning for 2026, ETF integration, and evolving…
Stocks making the biggest moves midday: KKR, Blackstone, CrowdStrike, International Paper & more
Check out the companies making the biggest moves midday: Financials — The financials sector of the S&P 500 slid more than 3% in midday trading, the worst performer in the broad market. Alternative asset managers KKR and Blackstone slid…
Metcash allegedly walked finance executive out over bonus stoush
Metcash allegedly marched a senior finance executive out of the building after she sent a reply-all email raising concerns about the grocery and alcohol wholesaler’s decision to suddenly scrap bonuses. Delia Sparkes, Metcash’s former group…
Which side of the AI trade are you on? Credit investors are undecided
Credit investors are now confronting a new question: how does the artificial intelligence revolution reshape risk and opportunity? In the coming years, a major determinant of outcomes in credit markets will be which side of…
Aurizon to keep Queensland rail network after review
Aurizon rejected offers for minority stakes in its Queensland rail network because the company believes investors will reap higher returns by retaining it. The company is keeping its existing integrated model, which includes the 2670-kilometre…
Dow drops 800 points as AI disruption fears and tariff woes weigh on markets: Live updates
U.S. equities tumbled on Monday as investors grappled with persistent fears around artificial intelligence disruptions to various industries and President Donald Trump’s decision to raise his global tariffs. The Dow Jones Industrial Average dropped 821.91 points, or 1.66%, to close at 48,804.06,…
S&P 500 rises, Dow gains 200 points after Supreme Court strikes down Trump emergency tariffs: Live updates
Stocks rose on Friday after the Supreme Court ruled against President Donald Trump’s tariffs, potentially providing relief for companies burdened by higher costs from the duties and easing concern about sticky inflation still plaguing the U.S.…
Transurban’s toll road profits back in the black
Transurban’s new West Gate Tunnel in Melbourne is attracting fewer vehicles than analysts expected, the toll group’s financial statements show as it swung back into the black with an interim profit of $343 million. The…
ASX braces for shock as Trump imposes 15pc universal tariffs
If Australian investors were hoping for a quiet Monday morning, Donald Trump has other plans. The local sharemarket is bracing for a wobbly start as the White House doubled down on its trade agenda, raising…
The hidden cost of the passive investing boom
In tough times active fund managers have to stick together, and that’s precisely what a trio of the world’s top funds are doing in this week in Sydney, Melbourne and Auckland. Baillie Gifford, MFS and…