News & Insights

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 27 Nov 2025

CNBC Daily Open: Nvidia’s crown looks increasingly uneasy on its head

Uneasy lies the head that wears the crown. Shares of artificial intelligence czar Nvidia fell 2.6% on Tuesday as signs of unrest continued rippling through its kingdom. Over the month, Nvidia has been contending with concerns over…

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Pacific Perspectives 26 Nov 2025

Stocks making the biggest moves midday: Abercrombie & Fitch, Nvidia, Coinbase, Symbotic & more

Check out the companies making headlines midday. Abercrombie & Fitch — The apparel retailer jumped 33% after posting better-than-expected fiscal third-quarter results, driven by strength at its Hollister brand. Hollister’s sales grew 16%, offsetting a 2%…

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Pacific Perspectives 26 Nov 2025

Buyback boom signals dividend pain for ASX investors

For decades, the Australian sharemarket was the world’s cash machine for income investors, where companies paid handsome dividends, providing a predictable income stream relied upon by retirees. But a quiet, Wall Street-inspired revolution is underway.…

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Pacific Perspectives 26 Nov 2025

CSL rout hits Australia’s biggest cap investors

Some of Australia’s largest cap investors have been caught on the wrong side of one of the year’s most crowded trades after piling into CSL as an alternative to holding a big position in Commonwealth…

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Pacific Perspectives 26 Nov 2025

ASX to rise before CPI; Wall St rallies broadly as Alphabet jumps

Australian shares are poised to open higher, bolstered by a further advance in New York as traders firm their expectations for a December interest rate cut and the US 10-year yield briefly traded below 4…

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Pacific Perspectives 26 Nov 2025

Asia-Pacific markets trade mixed after Wall Street’s tech stocks rebound

Asia-Pacific markets traded mixed Tuesday, after Wall Street’s tech stocks rebounded on a rally in Google parent  and hopes of a Fed rate cut. Optimism about Alphabet’s standing in the AI race started last week after…

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CIO Insights 25 Nov 2025

PACIFIC COMPASS – Modest Underweight on Australian Equities [October 2025 Review]

MONTHLY ECONOMIC & INVESTMENT REVIEW – OCTOBER 2025: Global markets continued their positive trajectory in October 2025, driven by firm earnings, rate cuts from major central banks, and stable commodity prices. Developed markets outperformed again,…

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Pacific Perspectives 25 Nov 2025

Could markets be facing an ‘everything bubble’? Investors are divided

Source: https://www.cnbc.com/2025/11/24/ai-bubble-markets-could-face-everything-bubble-as-selloff-rages-on.html

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Pacific Perspectives 25 Nov 2025

Why you must ‘innovate or stagnate’ as the market transforms

It’s ironic that blockchain technology, which was created to allow the cryptocurrency bitcoin to be sent to anyone with an internet connection, without the need for a bank, is now being adopted by the very…

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Pacific Perspectives 25 Nov 2025

Aussies sell their tech company to US giant for $5b

Two Australian tech entrepreneurs have sold their software monitoring company to US cybersecurity giant Palo Alto Networks for more than $5 billion in one of the biggest deals of the year. Palo Alto Networks is…

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