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?”
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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