23 April 2018
Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team
There has been a great deal
of confusion over the past year and a half regarding the exact meaning of many pronouncements coming from the Trump administration regarding foreign
policy. The turnover of senior staff, particularly the recent departure of Secretary of State Tillison, has only added to this level of uncertainty.
12 April 2018
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 look back at Q1 2018, discuss the current global investment outlook and what the return of volatility has meant for global equities and bonds. They also discuss how the Pacific Multi-Asset Portfolio is positioned and consider where the opportunities are going forward.
1