News & Insights
European stocks close mixed and Asia-Pacific markets rise as investors assess renewed Middle East hostilities
8 Sep 2026
European stocks ended Monday’s session in mixed territory after Asia-Pacific markets broadly rose, with investor attention focused on the latest developments in the U.S.-Iran war. The pan-European Stoxx 600 benchmark closed just below the flatline. France’s CAC 40 led…
Read moreSantos boosts stake in $19.5b Papua LNG project
8 Sep 2026
Santos will proceed later this year to build a $19.5 billion LNG project in Papua New Guinea after its French partner TotalEnergies announced a suite of deals that include Australian second-largest oil and gas company…
Read moreAnother day another high: Gold surges past $5,100 as investors seek shelter from global risks
Gold climbed to a fresh all-time high, crossing $5,100 an ounce on Monday and extending its record-breaking run as investors seek the safety of the yellow metal amid rising geopolitical tensions and global fiscal risks.…
INVESTMENT COMMITTEE INSIGHTS – Execution, Discipline & Building for Scale [January 2026]
Meeting Date: Friday, 21 JANUARY 2026 “EXECUTION, DISCIPLINE & BUILDING FOR SCALE” We are pleased to share a high-level summary of our latest Investment Committee Meeting, focused on business momentum, portfolio strategy, and the continued…
From Bill Gates to Emmanuel Macron: How the world’s most powerful people communicate and exert influence
Every January, the world’s most powerful people gather on the snowy peaks of Davos to talk about the most pressing global issues, and it’s a masterclass in the art of communication and influence. The World…
Unleash challenge to big three telcos, OECD tells Australia
Australians would pay lower prices for mobile phone services if the government encouraged competition by setting aside radio waves for a fourth telco operator, says the Organisation for Economic Co-operation and Development. The nation’s three…
Rieder’s market support, Fed plans seen as boon for nomination
Rick Rieder’s Wall Street bona fides and openness to making changes at the Federal Reserve have bolstered his candidacy for the central bank’s top job, according to people familiar with the White House deliberations. The…
Australia’s top equity funds for 2025 revealed
Resources funds may have dominated the list of top-performing equity portfolios last year, but a lesser known strategy that claims to invest in future champions has burst onto the scene, trouncing nearly all of its…
S&P 500 ends Friday little changed, but posts second straight losing week amid wild trading
U.S. equities were mixed on Friday, as the Nasdaq Composite extended its gains amid easing geopolitical fears and the Dow Jones Industrial Average underperformed. The tech-heavy Nasdaq advanced 0.28% and settled at 23,501.24, while the blue-chip Dow lost 285.30…
Intel stock falls 6% after company offers soft first-quarter guidance
Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter. Shares of the company were down as much as 6% in after-hours trading. Source: https://www.cnbc.com/2026/01/22/intel-intc-earnings-report-q4-2025-.html
Santos to ship first cargo from long-awaited Barossa gas project
Santos will ship the first cargo of LNG from its $6.1 billion Barossa gas project in the Timor Sea in the coming days after the company said it had resolved issues with key infrastructure that…
The stocks this small-cap fundie is backing despite rate rise talk
Michael Steele is the co-portfolio manager of Yarra Capital Management’s Australian Smaller Companies Fund. The Melbourne firm manages about $20 billion in assets. Will 2026 be another big year for small-cap investors? After two years…