Longevity & Social Change: Q1 2023 Insights
5 minutes read time Learn more about the Pacific Longevity and Social Change Fund here Q1 2023 will be written into the textbooks and studied for years; the 2nd and 3rd largest bank failures in US history and a Swiss government assisted takeover of Credit Suisse by UBS did not stop the Fed or ECB from continuing to raise […]
Longevity & Social Change: April Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was broadly flat in April (-0.1% in GBP). On the macroeconomic front, Q1 US real GDP surprised to the downside on slower inventory growth. The Eurozone avoided a recession with mixed trends in the largest economies as Italy and […]
Longevity & Social Change: March Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index rose 1% in March (in GBP) with European benchmarks giving up some outperformance seen earlier in the year, while US resilience was driven by the Tech sector. On the macroeconomic front, CPI indices remain stubborn with stickiness in core […]
Fund manager profile: Pacific Asset Management
6 minutes read time Dani Saurymper and Julia Varesko talk Article 8 priorities
Longevity & Social Change: February Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was down 0.6% in February (in GBP) with European benchmarks maintaining the positive momentum seen in January, while US and Chinese indices gave back some of their recent gains. Latest CPI and PCE inflation prints exceeded expectations and, coupled […]
Portfolio Adviser ESG Congress: Dani Saurymper and Julia Varesko Video
< 1 minute read time Pacific Asset Management’s Longevity and Social Change at Portfolio Advisers’ ‘ESG Congress’.
Portfolio Adviser ESG Congress: Dani Saurymper and Julia Varesko Video
< 1 minute read time Pacific Asset Management’s Longevity and Social Change at Portfolio Advisers’ ‘ESG Congress’.
Longevity & Social Change: January Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here Global markets started strongly in January with MSCI World equities up 5.1% (in GBP). This was driven predominantly by Europe, with the best January for the STOXX50 on record, as its relative outperformancewhich started in Q4 of 2022 continued. China’s reopening became another key […]
Longevity & Social Change: December Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World Index was down 5.5% in December (in GBP) reversing some of the gains seen in the prior two months and taking year to date performance to -8.4%. December saw a tightening in financial conditions, with further rate hikes announced by a […]
Pacific Longevity and Social Change: Investment Insights – Times Like These
6 minutes read time Pacific Asset Management’s Dani Saurymper and Julia Varesko comment on 2022 performance and look forward to the year ahead.
