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November 1, 2024
In the latest Pacific Multi-Asset Solutions Video Update, Matthew Lamb, CEO of Pacific Asset Management, is joined by Pacific's Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager.
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November 1, 2024
In the latest Pacific Multi-Asset Solutions Video Update, Matthew Lamb, CEO of Pacific Asset Management, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager.
October 22, 2024
In September the fund appreciated by 1.7% in GBP, bringing the nine month return to 9.2%.
October 21, 2024
Two of the most powerful and influential institutions changed policies in September: the US Federal Reserve and the Chinese Politburo.
October 18, 2024
During the 3rd quarter, the fund lagged the MSCI Emerging Markets index by 3.4%. The greatest drag came from Korea and Taiwan as well as our Latin American energy positions.
October 11, 2024
September finally delivered the long waited for Fed cut after benign monthly NFP payrolls and CPI data.
October 10, 2024
In September, the PCGA USD share class outperformed the benchmark Bloomberg Global Aggregate Corporate Index.
October 4, 2024
The MSCI World equities index was up 0.2% in September (in GBP). Fading concerns over the slowing US economy drove a rotation out of the defensives and into cyclicals.
September 30, 2024
Market volatility picked up in August as some crowded macro trades unwound rapidly triggered by signs that the labour market in the US is softening.
September 15, 2024
In August the fund underperformed the MSCI EM index by 1.2% during a highly volatile period.
September 13, 2024
Over the month the fund gained 0.85%. Markets have been in a state of wind-against-tide for much of the summer. Unsettled, rangebound and volatile.
September 9, 2024
The nervous cracks appearing in the market at the end of July broke with a vengeance in the opening few days of August. The speed of moves in the VIX and USDJPY was startling to many and on par with some of the biggest in history.
September 6, 2024
In August, the PCGA USD share class outperformed the benchmark Bloomberg Global Aggregate Corporate Index. Alpha was attributable to active new issue trading and the portfolio tilt to more highly rated, lower beta assets.
