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G10 Macro Rates Blog – Take away the punchbowl

16 May 2019

Latest G10 Macro Rates Blog
With Shayne Dunlap, Co-Portfolio Manager

Take away the punchbowl/Kill the Zombies!
At a recent meeting with a respected economic research firm, they alluded to the fact that the quick back track by the Fed earlier this year may have avoided yet another recession and lengthened the economic cycle by a few more years – To which I questioned – “Are Central Banks meant to avoid recessions or depressions?”  

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Latest 2019 Multi-Asset Master Class

07 May 2019

In the latest of our Multi-Asset Master Classes, Matthew Lamb, CEO of Pacific AM and Will Bartleet, CIO/Portfolio Manager of Pacific Multi-Asset discuss some of the reasons behind recent movements in the markets and the Federal Reserve’s input into these movements. They discuss market opportunities in this environment including EM equities, EM debt, gold and macro funds and the potential impact of inflation. They conclude by explaining the continued importance of diversification.
 

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Emerging Markets Webcast

30 April 2019

Emerging Markets Webcast with North of South Capital
The Danger of the Monetary Illusion

Kamil Dimmich, Co-manager and Partner of North of South Capital was recently asked by Brooks MacDonald to participate in their latest webcast.

Kamil discusses the Monetary Illusion, a term made famous by John Maynard Keynes which describes the tendency of investors to fixate on higher nominal returns rather than focus on real returns. He explains why this is particularly true in some emerging markets and how it is possible to ensure you don’t fall foul of this common investor trap. 

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G10 Macro Rates Blog – The evolution of discontent

10 April 2019

Latest G10 Macro Rates Blog
With Shayne Dunlap, Co-Portfolio Manager

With developed markets exhibiting the lowest unemployment levels in generations, why are their workforces not happier?
Over the last two decades the force of globalisation has pushed much of the worlds manufacturing and heavy industry to lower cost base economies into emerging markets (EM). This flow has resulted in many millions of EM workers being dragged out of poverty. That is a global success story that we should long remember and celebrate! Additionally, the populations of the developed market (DM) economies have directly benefited with the resulting access to cheaper goods and products – yet they are not happy! Even with many unemployment levels in the DM world hovering around multi year lows, this would seem to be at odds to the reality of discontent. 

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International Adviser, 2019 Guide to Multi-Asset

02 April 2019

Freddie Streeter, Sales Director - Pacific Asset Management
The Alpha Project

Pacific Asset Management is very glad to be part of the 2019 International Adviser Guide to Multi-Asset. The guide is designed to help advisers assess some of the options available within multi-asset and better understand some of the benefits of multi-asset investment strategies. 

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Emerging Market Viewpoints – March 2019

29 March 2019

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

Even before the current Mexican President Manuel Lopez Obrador (AMLO) had taken office, he and his party (Morena) caused a significant sell off in both the equity and currency markets. 

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Pacific Adviser Solutions - Recent Events

29 March 2019

The Alpha is in the Advice
International and UK Adviser Events in March 2019

Pacific Asset Management was delighted in March to sponsor the International Adviser Multi-Asset Master Class Event in Dubai then host a UK Adviser Breakfast in London.  

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Emerging Market Viewpoints – February 2019

27 February 2019

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

The last two occasions when the Chinese authorities decided to stimulate their economy, the result was a substantial increase in the prices for most commodities. This was particularly the case in 2009 in wake of the global financial crisis. Although the stimulus in 2015-16 was quite a bit smaller, it also had a very favourable impact on the price of commodities. 

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G10 Macro Rates Blog – Your future well-being

31 January 2019

Latest G10 Macro Rates Blog
With Shayne Dunlap, Co-Portfolio Manager

Is this the direction for western economic policy of the near future?
New Zealand’s Prime Minister Jacinda Ardern has recently announced a new budget policy called the “Wellbeing Budget”. It sets five priorities focusing on living standards involving human, social and natural capital. 

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Emerging Market Viewpoints – January 2019

30 January 2019

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

Are Emerging Market equities becoming less risky in relation to developed markets? If one were to look purely at debt to GDP ratios, savings ratios, political stability and the level of domestic interest rates a fairly strong case could be made that our asset class looks as good, or better in a number of cases, than the U.S., Japan and Europe. 

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