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 moreMarket volatility trap? Why this income-first strategy may ‘leave a lot on the table’
The market volatility may be leading retail investors astray. According to Kathmere Capital Management’s Nick Ryder, they shouldn’t use the current backdrop as an excuse to dive into defensive trades — including dividend-paying stocks and…
PACIFIC COMPASS – Navigating the Inflation Crosscurrents [February 2026 Review]
Monthly Economic & Investment Review – January 2026 Executive SummaryJanuary marked a pivotal shift in the Australian policy cycle. Following stronger-than-expected inflation data in December, the Reserve Bank of Australia (RBA) raised the official cash…
These stocks can insulate investors from AI risk — and they pay dividends, says Jenny Harrington
Investors looking to insulate themselves from artificial intelligence risks may want to consider certain dividend stocks, according to investor Jenny Harrington. In fact, dividend payers have been outperforming so far this year as investors rotate…
APA’s $480m gas grid splurge questioned ahead of government reforms
APA Group chief executive Adam Watson has been grilled by analysts over the pipeline giant’s decision to commit almost half a billion dollars to expand its east coast gas grid before the Albanese government’s reforms…
Telstra cautions on overinvestment in AI and the risk of lower returns
Australia’s largest telecommunications company has cautioned against overinvestment in artificial intelligence, warning the costs could be higher than the benefits, as global business spending on the technology surges. Source: https://www.afr.com/companies/telecommunications/telstra-expands-share-buyback-as-net-profit-jumps-9pc-20260218-p5o39j
‘Not as dynamic, not as attractive’; big super downbeat on ASX
One of the country’s biggest superannuation funds says the Australian sharemarket is becoming less attractive for investors as an influx of passive money from rival funds has created a top-heavy and sluggish market when compared…
Blue Owl curbs investor liquidity following asset sale, shares slide almost 6%
Source: https://www.cnbc.com/2026/02/19/blue-owl-private-debt-investor-loan-liquidity-restriction-market-shares.html
Stocks making the biggest moves premarket: Nvidia, New York Times, Palantir & more
Check out the companies making headlines before the bell. Nvidia — The chipmaker ticked up 2% after Meta expanded its partnership with Nvidia to use millions of the company’s AI chips, including standalone central processing…
Santos to cull 10pc of workforce, may sell assets
Santos will cut 10 per cent of jobs and has flagged potential sales of Australian assets, including the Narrabri gas project in NSW, in a bid to streamline its business and lift shareholder returns. The…
QR ordering platform Me&u invests for growth as maiden profit looms
Me&u, a mobile ordering start-up used in pubs and cafes around the country, says it has the funds to start investing in its first consumer app after booking figures showing a path to a maiden…