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Multi-Asset – CIO Monthly View – January 2021

04 January 2021

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

Equity markets rounded off an extraordinary year with gains in most markets. The global roll out of the vaccine for COVID-19 began in the UK, which was the first country to approve the Pfizer/BioNTech vaccine. The UK’s Medicines and Healthcare products Regulatory Agency also approved the AstraZeneca/Oxford University vaccine which has the advantage of being able to be stored in a conventional refrigerator, easing the distribution challenges of the Pfizer and Moderna vaccines.  

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Multi-Asset – CIO Monthly View – December 2020

03 December 2020

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

Equity markets rallied sharply in November as positive news of a COVID-19 vaccine lifted sentiment. The market was driven firstly by the US election, which despite not being resolved over the night of the 3rd of November due to mail-in ballot counting, led to Joe Biden being declared president elect. The second key driver for markets over the month was the announcement of the results of phase 3 trials for the coronavirus vaccines from Pfizer/BioNTech, Moderna and AstraZeneca.  

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PAM boosts multi-asset SRI team with ESG specialist portfolio manager

17 August 2020

Pacific Asset Management boosts multi-asset SRI team with ESG specialist portfolio manager
Read the full press release below

Pacific Asset Management (PAM) today announces the appointment of multi-asset ESG specialist, Will Thompson as portfolio manager with a focus on its multi-asset SRI funds. Will Thompson will report to PAM CIO William Bartleet. 

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Pacific Asset Management and Fidelius Group enter strategic partnership

11 June 2020

Pacific Asset Management and Fidelius Group announce major strategic partnership
Read the full press release below

Pacific Asset Management (PAM), the core asset management business of Sir John Beckwith’s Pacific Investments Group, and Fidelius Group, the independent Chartered Financial Planning firm, announce they have entered into a strategic partnership. The deal represents the largest undertaken by Pacific Asset Management to-date. Fidelius Group, headquartered in Bath, advises on £1.5bn of assets.  

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Multi-Asset – CIO Monthly View – June 2020

05 June 2020

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

Markets continued to recover in May as the impact of global shutdown became apparent in the economic data released over the month. In the US, the jobless rate tripled to 14.7% the highest level since the 1930s whilst retail sales slumped, falling 16% over the month. In the UK, the Bank of England forecast the weakest economic growth in more than three hundred years with the economy expected to shrink by 14% despite an expected rebound in the second half of the year. 

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Multi-Asset – CIO Market Update – 27th Apr 2020

27 April 2020

CIO Market Update with Will Bartleet
CIO and multi-asset portfolio manager at Pacific Asset Management

UK Prime Minister Boris Johnson returned to office after recovering from COVID-19 and warned the nation that ending the lockdown now would risk a “second spike”. 

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Multi-Asset – CIO Market Update – 24th Apr 2020

24 April 2020

CIO Market Update with Will Bartleet
CIO and multi-asset portfolio manager at Pacific Asset Management

In the US, the House of Representatives passed the $484 billion aid package. The US Food and Drug Administration warned patients about the risks of taking malaria medications, something that President Trump has suggested as a treatment for COVID-19; there has been no comment yet on his suggestions for tests into using a disinfectant “by injection inside”. 

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Multi-Asset – CIO Market Update – 23rd Apr 2020

23 April 2020

CIO Market Update with Will Bartleet
CIO and multi-asset portfolio manager at Pacific Asset Management

A further 4.4 million Americans filed for employment benefits, taking the five-week number to 26.5 million. US biopharmaceutical company Gilead released results of Remdesivir, its potential antiviral drug for the treatment of COIVD-19 which showed that drug performed poorly in its first clinical trial. In a change of tone from the US President, Donald Trump said that he disagreed with the Georgia governor’s decision to begin to loosen curbs next week. 

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Multi-Asset – CIO Market Update – 22nd Apr 2020

22 April 2020

CIO Market Update with Will Bartleet
CIO and multi-asset portfolio manager at Pacific Asset Management

US Treasury Secretary Steven Mnuchin said that “We’re operating under the environment that we are going to open up parts of the economy and we’re looking forward to -- by the time we get later in the summer -- having most of the economy, if not all of the economy, open,”.  

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Multi-Asset – CIO Market Update – 21st Apr 2020

21 April 2020

CIO Market Update with Will Bartleet
CIO and multi-asset portfolio manager at Pacific Asset Management

The US government announced a new $470 billion program to support small businesses, including $310 billion to replenish the Paycheck Protection Program which ran out of money last week.  

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