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Emerging Market Viewpoints – September 2019

25 September 2019

Latest Emerging Market Viewpoints
From the North of South Capital team

There has recently been much excitement about market rotation and a reversal of momentum. Since the end of August the S&P value index has indeed sharply outperformed the growth equivalent without much of a move in the broader market. This is a relatively rare occurrence in recent years and has led to some soul searching by strategists.  

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Emerging Market Spotlight – Looking beyond the data

20 September 2019

Chris Nicholas, Head of UK Wholesale Fund Sales at Pacific Asset Management

When it comes to Pacific Asset Management’s Emerging Markets expertise, the Partners who manage the Pacific North of South EM All Cap (value) strategy sometimes do not get equal prominence when it comes to the sales and marketing effort. However, as an owner-operated, specialty EM boutique their process relies on the close collaboration of a tightly-knit team. 

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Multi-Asset – ETF Stream: Expert Investor with Will Bartleet

04 September 2019

Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management features in the latest edition of ETF Stream - Expert Investor series. The series interviews key individuals from across the fund selection and research space about the ETF industry and how they use ETFs in their portfolios.
 
Read the full interview here. https://www.etfstream.com/feature/8973_expert-investors-will-bartleet-of-pacific-am/  

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