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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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