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Multi-Asset – CIO Monthly View – November 2019

05 December 2019

CIO Monthly View with Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management

Equity markets moved higher in November as investors were hopeful that the first phase of a trade deal between US and China would be signed imminently. It remains to be seen whether an agreement can be reached before the next round of tariffs are due to take effect on 15th December. 

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G10 Macro Rates Market Analysis – Weekly Review – 2nd Dec 2019

03 December 2019

With the Pacific G10 Macro Rates Team

Global Macro Overview
It was mostly a quiet Thanksgiving week, with the FT reporting the tightest range for EUR/USD in history. Last week also saw the continuation of the election campaign in the UK, further developments on the US-China trade front, new highs on the S&P and a lot of insightful macroeconomic data. 

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