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Pacific Perspectives

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…

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Pacific Perspectives

Santos 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…

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Pacific Perspectives 21 Jan 2026

This fundie just made $28b in a year. His 3 rules will surprise you

No hedge fund manager in history has made more money in a year than Sir Christopher Hohn. We would also wager the British billionaire is the only hedge fund manager who speaks openly – and…

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Pacific Perspectives 21 Jan 2026

Dow slides 870 points, S&P 500 drops 2% for worst day since October on Trump tariff threat over Greenland: Live updates

U.S. equities suffered big losses Tuesday after President Donald Trump intensified his rhetoric on Greenland, threatening to impose new tariffs on countries opposing the sale of the Danish territory to the United States. U.S. Treasury yields spiked and the U.S. dollar declined…

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Pacific Perspectives 20 Jan 2026

European markets fell after Trump’s Greenland tariffs threat; autos and luxury sell off

LONDON — European stocks were lower on Monday as traders reacted to U.S. President Donald Trump’s threat to hike tariffs on European countries if they oppose his bid to buy Greenland. The pan-European Stoxx 600 was preliminarily 1.23% lower…

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Pacific Perspectives 20 Jan 2026

‘Deeply analytical’: Meet the investor behind Australia’s $15b fund

Back in 2015, prominent investor and former Packer family adviser Ashok Jacob was toying with the idea of placing a bigger bet on the rise of Asia. China’s Tencent and Alibaba were on the rise…

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Pacific Perspectives 20 Jan 2026

‘Show us the money’: The stocks Pengana has been busy buying

Rhett Kessler, who leads the firm’s Australian equities team, is bullish on “boring” companies that have turned cheap, including takeover target BlueScope Steel. For nearly two decades, Pengana Capital’s head of Australian equities, Rhett Kessler,…

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Pacific Perspectives 20 Jan 2026

Start early, switch off devices: How to manage stress like a CEO

Exercise is the key, but Australia’s corporate leaders have a raft of other tips, tricks and hobbies to help them hold it together. Nuno Matos swims. Leah Weckert has a “one hour a day, one…

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Pacific Perspectives 20 Jan 2026

Gold and silver surge to fresh highs as investors digest Trump’s push for Greenland and flock to safer assets

Gold and silver surged to fresh highs just days after breaking previous records, as investors flock to safe-haven assets amid a choppy geopolitical and economic ‍outlook. U.S. gold futures for February delivery rose 1.71% to $4,674.20 per ounce on Monday, after…

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Pacific Perspectives 19 Jan 2026

Cramer’s week ahead: Earnings from Netflix, Intel, Capital One, McCormick

Source: https://www.cnbc.com/2026/01/16/cramers-week-ahead-earnings-from-netflix-intel-capital-one-mccormick.html

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Pacific Perspectives 19 Jan 2026

Trump is attacking the Fed, yet markets are remarkably calm (for now)

“Don’t fight the Fed” has been one of the most reliable mantras in modern markets. It has been proven over many periods, including the Greenspan put, during the global financial crisis, the long era of…

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Pacific Perspectives 19 Jan 2026

The foxes that raided public markets are needed to restock them

The great irony of Australia’s shrinking ASX problem is that the private-equity foxes are now in charge of the IPO henhouse. The same funds that have been picking meaningful business off the ASX for years…

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