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December 6, 2024
Matthew Lamb, CEO of Pacific was joined by Chris Joy and Fionn O’Leary, portfolio managers at Coolabah Capital Investments and managers of the Pacific Coolabah Global Active Credit Fund for an update on the strategy and credit markets.
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December 6, 2024
Matthew Lamb, CEO of Pacific was joined by Chris Joy and Fionn O’Leary, portfolio managers at Coolabah Capital Investments and managers of the Pacific Coolabah Global Active Credit Fund for an update on the strategy and credit markets.
December 2, 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.
November 29, 2024
The MSCI World equities index was up 2% in October (in GBP). On a sector basis, Information Technology, Consumer Discretionary, and Communication Services led the gains, while Healthcare, Staples and Materials were the weakest performers.
November 25, 2024
In October the fund gained 1.4%. Performance was led by the UAE and dragged lower by China.
November 22, 2024
Markets were volatile over the course of the month, as they sought to price the evolving odds of the two US presidential candidates
November 21, 2024
During October, the strategy outperformed the MSCI Emerging Markets index by 2%.
November 21, 2024
The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
November 18, 2024
October was a quick reappraisal of the odds of recession. After the excitement of the Fed 50bps jumbo cut in September, the market duly factored in a series of them.
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.
