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March 11, 2024
Will Bartleet, Chief Investment Officer, recently spoke to FT Adviser’s contributing editor David Thorpe and Joseph Wilkins, on their podcast series Asset Allocator.
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June 24, 2024
April proved to be the first month in a while that we saw some meaningful rotation in the geographic performance of the fund. Our weakest markets were Taiwan, Mexico and Brazil, largely triggered by resurgent concerns over the path of US interest rates. Our top performers were in China/Hong Kong, Chile and Greece.
June 18, 2024
April started with a negative impulse provided by stern warnings from Powell and his Fed colleague Waller that rate cuts were looking much less likely.
June 13, 2024
The Pacific Coolabah Global Active Credit Fund performed in line with its benchmark for March. As of 31 March, the Fund’s weighted average yield to expected maturity is 5.78%, which compares favorably with the benchmark yield of 4.88%.
June 13, 2024
The MSCI World equities index was down 2.8% in April (in GBP), reversing March gains, driven by declines in Information Technology, Real Estate and Healthcare.
June 10, 2024
A positive relative performance of 0.4% in March has led us to finish the first quarter of 2024 with an outperformance of 2.3% against the MSCI Emerging Markets index.
June 6, 2024
April saw equity and bond markets move together again, with both asset classes falling over the month.
May 31, 2024
The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
May 21, 2024
April proved to be the first month in a while that we saw some meaningful rotation in the geographic performance of the fund. Our weakest markets were Taiwan, Mexico and Brazil, largely triggered by resurgent concerns over the path of US interest rates. Our top performers were in China/Hong Kong, Chile and Greece.
May 21, 2024
April saw equity and bond markets move together again, with both asset classes falling over the month.
May 16, 2024
During April the fund underperformed the MSCI Emerging Markets index by 1.8%. The largest relative detractor was China, in particular due to some weak market closes on US listed ADRs at the end of the month.
May 10, 2024
April started with a negative impulse provided by stern warnings from Powell and his Fed colleague Waller that rate cuts were looking much less likely.
May 8, 2024
The MSCI World equities index was down 2.8% in April (in GBP), reversing March gains, driven by declines in Information Technology, Real Estate and Healthcare.
