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 moreFundie says market missed a trick on this online business
Jack McManus is a portfolio manager at Canopy Investors, a Sydney-based global equities boutique. He previously spent a decade working at Magellan Funds Management. Which stock in the fund is being most undervalued by the…
ASX to rise; WiseTech takes no further action on White
Australian shares are set to open higher, taking direction from Wall Street after November CPI data helped to revive hopes for a January US rate cut. Tesla paced each of the seven mega-cap techs higher.…
Friday could be a wild day of trading on Wall Street. Here’s why
Wall Street could be in for a volatile end to the week as traders brace for what Goldman Sachs says will be the largest options expiration on record. Options expiration days are a monthly occurrence…
INVESTMENT COMMITTEE INSIGHTS – Positioning for 2026: Discipline, Conviction & Execution [December 2025]
We are pleased to share a high-level summary of the latest Pacific Private Asset Management Investment Committee Meeting, focused on reviewing 2025 progress and confirming our strategic direction for the year ahead. Key Discussion Highlights…
Prediction markets could hit a trillion dollars in trading volume by the end of this decade, new report says
Prediction markets could reach a trillion dollars in annual trading volume by the end of this decade, according to a new report from Eilers & Krejcik, a research firm that specializes in sports and interactive…
Santos gears up for another LNG financing after paying off PNG early
Santos is nearing a major commitment to a large new LNG project next year amid nervousness about a softening in global gas prices and worries about the cost of an investment that was last put…
AustralianSuper CIO Mark Delaney to retire, marking end of an era
AustralianSuper chief investment officer Mark Delaney will depart the $400 billion pension giant after more than 20 years, a period in which he helped transform the fund, and its predecessor Superannuation Trust of Australia, into…
S&P 500 posts four-day losing streak, Nasdaq tumbles 1.8% as Oracle sells off: Live updates
Stocks declined on Wednesday as investors continued to rotate out of key artificial intelligence names, sparked by a report that Oracle’s primary investor pulled out of one of its data center projects. The S&P 500 fell 1.16% to 6,721.43,…
PACIFIC 2026 – Investment Strategy & Playbook
As we prepare for 2026, we’re sharing a concise snapshot of the major macro themes shaping global markets—and how investors can position thoughtfully for the year ahead. Global: Cooling US labour market, sticky inflation, Europe…
Nasdaq moves to make trading nearly 24 hours. Why some on Wall Street say that’s a bad idea
Nasdaq is moving closer to around-the-clock stock trading, a shift that some on Wall Street are calling unnecessary — and potentially destabilizing. The exchange said it plans to submit paperwork to the Securities and Exchange Commission…