05 December 2019
CIO Monthly View with Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management
Equity markets
moved higher in November as investors were hopeful that the first phase of a trade deal between US and China would be signed imminently. It remains
to be seen whether an agreement can be reached before the next round of tariffs are due to take effect on 15th December.
20 November 2019
05 November 2019
CIO Monthly View with Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management
Brexit negotiations
dominated the returns for Sterling investors in October as the Pound bounced on the hopes of a deal between the UK and Europe. In a month of high drama
in UK politics, Parliament voted through Prime Minister Johnson’s deal but voted down the government’s attempt to push through the deal before 31st
October. Whilst the end game remains highly uncertain, the reduced likelihood of a no deal Brexit led to a rally in Sterling against all major currencies.
04 October 2019
CIO Monthly View with Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management
Central banks around
the world continued to ease monetary policy in September, with 12 countries cutting interest rates during the month. At Mario Draghi’s penultimate
meeting as President of ECB, the committee voted to cut the deposit rate by 10bps to -0.5% and resume quantitative easing by purchasing EUR 20 billion
of bonds per month, every month until the ECB raises rates.
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/
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.
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.
07 January 2019
Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Market commentary, portfolio positioning and outlook
After nearly a decade of a mostly uninterrupted rise in equity markets, the final months of 2018 saw a sharp pick up in volatility and a decline in
stock markets around the world. Headwinds for the markets have been building over the last few months: central banks have persisted with interest rate
increases and ended their QE programmes, uncertainty surrounding Brexit has continued, the trade war between the US and China has intensified and global
growth has slowed.
29 October 2018
Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Unlocking value in Japanese companies
Assets that offer asymmetry, where the upside potential is greater than the downside risks are the holy grail of investing. Sometimes these are found
in unlikely places; one such opportunity lies within the Japanese stock market. In these uncertain times, let’s start with the downside protection.
This comes in the simplest form possible: lots of cash on company balance sheets. Japanese companies have been hoarding cash for 30 years after the
traumatic experience of the bubble bursting in the early 1990’s. In a world of high corporate debt, more than half of Japanese companies have net cash
on their balance sheet.
17 October 2018
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 how recent moves in the market have seen bond and equity markets falling in tandem. Although the recent fall has felt sudden, Will discusses the three risks that he identified last quarter that in fact have been building over the last six months. They also discuss market opportunities and how the Multi-Asset portfolios are positioned.