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February 28, 2025
The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
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March 14, 2025
Following a strong start to the year, equities gave back some of their gains in February.
March 12, 2025
During February, the Strategy performed broadly in line with the MSCI Emerging Markets index
March 12, 2025
In February the fund returned -1.0%. Positive performance came from China and Eastern Europe, the detractors were South Africa and South Korea.
March 10, 2025
The portfolio had a good month for capturing alpha as markets priced in a greater level of uncertainty in a more volatile environment.
March 7, 2025
The fund’s absolute performance in February was driven by a rally in US bond yields with the 7-year US Treasury (having a similar duration to the index) decreasing by 33bps.
February 28, 2025
The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
February 26, 2025
Hear from Nick Lemis, Global Head of Wholesale, Pacific Asset Management and Kamil Dimmich, Portfolio Manager and Partner at North of South Capital.
February 25, 2025
The fund started the year positively with a gain of 3.6%. Considering the concern associated with trade tariffs from the new US administration, this probably comes as a pleasant surprise.
February 25, 2025
Global equities rebounded in January following December’s pullback with non-US developed markets outperforming the US.
February 17, 2025
During 2024 the Pacific North of South EM All Cap Equity Fund outperformed the MSCI Emerging Markets total return index by over +1.9%, helped by strong relative performance of +6.5% during the final quarter.
February 13, 2025
It was a volatile month as the new Trump administration took office in the White House.
February 6, 2025
We are at a social and economic inflection point that is on a par with other extremely disruptive periods in history, such as the 1930’s.
