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Emerging Market Viewpoints – June 2019

28 June 2019

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

The hunt for yield is back
Over the past nine months the world has changed dramatically. Towards the end of last summer, US 10 year bond yields were at 3.2% - levels almost recognizable to someone from a time before QE and ZIRP. German 10 year bond yields were low but clearly positive. Emerging markets were responding in ways that reflected their fundamental strengths and weaknesses – a collapse in Turkey and Argentina, steadily rising yields elsewhere. Normalization of interest rate policy was expected and asset prices were going to reflect this. 

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G10 Macro Rates Blog – The Great Liquidity Trap

28 June 2019

Latest G10 Macro Rates Blog
With Shayne Dunlap, Co-Portfolio Manager

When is daily liquidity not daily liquidity?
Easy, when the fund is gated, or more technically when there is a mismatch between the liquidity of the wrapper (daily UCITS etc) and the less liquid underlying investments.  

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G10 Macro Rates – Roundtable Event

27 June 2019

G10 Macro Rates – Lunchtime Event
The Clubhouse, St. James's Square, London, 26 June 2019

Pacific Asset Management was delighted yesterday to host a G10 Macro Rates Roundtable event in St James’s and many thanks to those who joined us who helped make it a success. 

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Multi-Asset Blog – It's War!

03 June 2019

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
The importance of being genuinely multi-asset in the face of global trade wars

It looked as though trade peace had broken out between the US and China. Now Trump’s latest salvo of new tariffs and ban on Chinese telecom giant Huawei threatens to usher in a long-term conflict over technology supremacy. 

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