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Multi-Asset – CIO Monthly View – December 2019

08 January 2020

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

Equity markets ended the year in a jubilant mood as the US and China agreed phase one of a trade deal, signalling the first de-escalation of a trade war that started almost two years ago. What started with tariffs on washing machines and solar panels ramped up with self-proclaimed “Tariff Man” Trump imposing $360 billion levies on Chinese goods.  

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PAM 2019 UK General Election Report

13 December 2019

Early analysis with Will Bartleet, CIO and multi-asset portfolio manager at Pacific Asset Management

Last night the Conservative party won a decisive victory over Labour with the largest majority since 1987. With the final votes being counted, it is clear that Boris Johnson’s party will have sufficient control over parliament to leave the European Union on 31st January. This leaves eleven months to undertake trade negotiations which are due to be concluded by the end of 2020. 

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Latest 2019 Multi-Asset Master Class

20 November 2019

Matthew Lamb, CEO of Pacific Asset Management and Will Bartleet, CIO and Lead Portfolio Manager of the Pacific Multi-Asset Solutions discuss current markets including the high levels of uncertainty and the continued turbulence around politics. 

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Multi-Asset – CIO Monthly View – October 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.  

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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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Latest 2019 Multi-Asset Master Class

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.
 

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Pacific Adviser Solutions - Recent Events

29 March 2019

The Alpha is in the Advice
International and UK Adviser Events in March 2019

Pacific Asset Management was delighted in March to sponsor the International Adviser Multi-Asset Master Class Event in Dubai then host a UK Adviser Breakfast in London.  

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Multi-Asset Blog – Market update and positioning

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.  

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Pacific Asset Management – Webcast

29 November 2018

November Webcast Replay
With the PAM Investment Management Teams

With the current market environment causing uncertainty and testing investors’ nerves, Pacific Asset Management invited clients to listen and take part in the Pacific Weekly Investment 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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Multi-Asset Blog – Japanese cash back

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. 

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