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G10 Macro Rates Market Analysis – Weekly Review – 12th October 2020

12 October 2020

With the Pacific G10 Macro Rates Team 
 

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PAM G10 Rates IW Specialist Investment Awards Finalists

01 October 2020

Pacific Asset Management is delighted to announce that the Pacific G10 Macro Rates Fund has been nominated as finalists in Investment Week’s Specialist Investment Awards for Specialist Fixed Income Fund.
 

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G10 Macro Rates Market Analysis – Weekly Review – 28th September 2020

28 September 2020

With the Pacific G10 Macro Rates Team 

Interest rate markets were very calm last week with yields on 10y US Treasury bonds trading within 0.05% range whole week.

 

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Pacific G10 Macro Rates - Kepler Research Report

24 September 2020

In June of this year the Pacific G10 Macro Rates team took part in the Kepler Virtual Conference, following which the Kepler research team generate Fund Research Reports. We are delighted to share this informative resource, which outlines the key attributes of the fund, history of the team members and key differentiating elements of the fund.
 

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G10 Macro Rates Market Analysis – Weekly Review – 21st September 2020

21 September 2020

With the Pacific G10 Macro Rates Team 

Last week was filled with Central Bank action, three out of the four biggest developed markets’ central banks had their scheduled meetings after ECB met last week.

 

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G10 Macro Rates Market Analysis – Weekly Review – 14th September 2020

14 September 2020

With the Pacific G10 Macro Rates Team 
Equities finished the week lower with fixed income markets unchanged, and oil closed below $40. VIX returned to mid-20s after spiking close to 40 the week earlier, as risk assets stabilised. Central Banks didn’t deliver any changes as expected. 

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G10 Macro Rates Market Analysis – Weekly Review – 7th September 2020

07 September 2020

With the Pacific G10 Macro Rates Team 
In the UK, speeches by BoE members emphasised the extended period required for the economy to heal, and that more QE, and negative rates were still options available to them. 

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G10 Macro Rates Market Analysis – Weekly Review – 31st August 2020

31 August 2020

With the Pacific G10 Macro Rates Team 
With many of the G10 central bankers speaking last week, we focus on the main topic – average inflation targeting (AIT). The announcement of a move to AIT by Chair Powell of the Federal Reserve at the Jackson Hole symposium (virtual, of course), was the result of an 18-month study initially scheduled for release in Q1 2020. 

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G10 Macro Rates Market Analysis – Weekly Review – 24th August 2020

24 August 2020

With the Pacific G10 Macro Rates Team 
Last week little changed for the rates markets. The previous weeks supply of US 3, 10 and 30y treasuries was bedded down with their yields and curve ending lower, and new all-time highs for the tech indices, pushed the boundary of “what is an acceptable P/E ratio?”. 

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G10 Macro Rates Market Analysis – Weekly Review – 17th August 2020

17 August 2020

With the Pacific G10 Macro Rates Team 
Last week we observed a rare comeback of the traditional negative correlation between fixed income and equity markets. Driven by increased government bond issuance and stronger inflation prints across the globe, interest rates went higher (bond prices lower) for most of the week, while equities performed strongly. 

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