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Multi-Asset Blog – Energising Portfolios

23 May 2018

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Opportunities in energy stocks

Energy companies have been in the doldrums for a decade, generating no returns for investors despite generous dividends, whilst global equities have returned nearly 80%. The obvious culprit has been the oil price which is down by a quarter over the same period as the phrase “commodity super cycle” crashed out of the investment lexicon. With the usual enthusiasm to build capacity in the good times, oil companies kept on spending for a full five years after the peak in the oil price. The additional capacity pushed the market into over-supply and the oil price crashed a year later. Not so super. 

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Emerging Market Viewpoints – May

23 May 2018

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

The continued rise in U.S. dollar interest rates is now beginning to have a significant impact on those markets that have been most dependent on external financing. This in turn has created a negative perception of the entire Emerging Market asset class. Is this correct?   

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