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January 30, 2025
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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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.
January 30, 2025
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.
January 27, 2025
Markets were jolted to life in November by the re-election of Donald Trump to the US Presidency.
January 24, 2025
GEME provides investors with a concentrated, value-orientated portfolio of large- and mid-cap EM equities, actively managed by a highly experienced team
January 23, 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.
January 20, 2025
December had bond equity correlation flipping positive again, highlighting fragility in the system.
January 17, 2025
The MSCI World equities index was down 1% in December (in GBP), reversing some of the gains seen in November as the market reacted to the Fed’s December meeting and to the possible policy shifts post the US election.
January 6, 2025
In December the fund appreciated by 1% bringing the full year return to 13.6%. A fourth quarter dividend was declared of 0.109366p giving a full year net yield after withholding taxes of 6.4% which compares to December UK CPI of 2.5% year on year.
December 20, 2024
In November the fund appreciated by 1.6%, led again by the UAE which was almost all due to the performance of Emaar Development following another significant beat in quarterly earnings.
December 17, 2024
During November the fund outperformed the MSCI Emerging Markets index by 2.6%. This was driven entirely by stock selection while country allocation was neutral.
December 16, 2024
Markets were jolted to life in November by the re-election of Donald Trump to the US Presidency.
December 12, 2024
November was largely dominated by the US election. In the end it wasn’t the cliff hanger the market feared, it was also heavily protected by option buying.
