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Multi-Asset – CIO Monthly View – February 2020

03 March 2020

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

Markets fell sharply in the last week of February as investors were spooked by the marked rise in the number of coronavirus cases outside China. It is now clear that hopes that the spread of Covid-19 would be contained within China have been dashed, despite China’s draconian steps to halt the movement of around 50 million people.  

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PAM Weekly Investment Team Meeting

03 March 2020

Conference Call for Clients
With the PAM Investment Management Teams

Last week saw markets fall sharply as investors became unnerved by the marked rise in the number of coronavirus cases outside China.  Because of the increased market volatility, Pacific Asset Management invited clients to listen and take part in the Pacific Weekly Investment Team Meeting. Matthew Lamb (CEO), was joined by Will Bartleet CIO / Portfolio Manager of Pacific’s range of multi-asset solutions and by our Emerging Markets and G10 Macro rates fund teams. 

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G10 Macro Rates Market Analysis – Weekly Review – 2nd Mar 2020

02 March 2020

With the Pacific G10 Macro Rates Team

Global Macro Overview
Last week the main news and market reactions were again dominated by Coronavirus events and news flow. Markets repriced as they continued to absorb the virus related information flow. A picture of lower economic activity has emerged and the markets have priced a higher probability of large-scale lockdowns being implemented in Europe and North America. This realisation was a result of extensive outbreaks over the previous weekend in northern Italy and South Korea, demonstrating that modern countries with well-developed health systems are no less susceptible than any other.  

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