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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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Q4 2018 Outlook - Multi-Asset Master Class

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.  

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PAM bolsters international distribution team

21 August 2018

Pacific Asset Management bolsters international distribution team with two senior hires
Read the full press release below

Pacific Asset Management, the asset management arm of Sir John Beckwith’s Pacific Investments Group, has announced the hiring of industry veterans David Macdonald and David Cockerton to support in the firm’s international expansion. 

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Q3 2018 Outlook - Multi-Asset Master Class

13 August 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 what is currently driving markets and the impact of Trump, Trade Wars, BREXIT and more. Will explains why he believes having plenty of 'dry powder' is key and discusses how the portfolios are currently positioned. They also discuss the recent record moves in Technology Stocks and the influence of the FANGs on US Equities. 

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Multi-Asset Blog – Energising Portfolios

23 May 2018

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Opportunities in energy stocks

Energy companies have been in the doldrums for a decade, generating no returns for investors despite generous dividends, whilst global equities have returned nearly 80%. The obvious culprit has been the oil price which is down by a quarter over the same period as the phrase “commodity super cycle” crashed out of the investment lexicon. With the usual enthusiasm to build capacity in the good times, oil companies kept on spending for a full five years after the peak in the oil price. The additional capacity pushed the market into over-supply and the oil price crashed a year later. Not so super. 

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Q2 2018 Outlook - Multi-Asset Master Class

12 April 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 look back at Q1 2018, discuss the current global investment outlook and what the return of volatility has meant for global equities and bonds. They also discuss how the Pacific Multi-Asset Portfolio is positioned and consider where the opportunities are going forward. 

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Investment Conundrums

22 March 2018

Investment Conundrums: Pacific AM's Bartleet on why his single largest concern is complacency in markets
Pacific Asset Management's Will Bartleet speaks to Investment Week's Tom Eckett.

Read the full article in Investment Week here.  

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Multi-Asset Blog – Winter Storm

09 February 2018

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
A winter storm is blowing through markets 

After months of mild weather, a winter storm is blowing through markets. First it was government bonds that sold off as investors finally took the threats of central banks seriously, stirred by signs of rising wage pressure. 

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2018 Outlook - Multi-Asset Master Class

12 January 2018

Matthew Lamb, CEO of Pacific AM and Will Bartleet, CIO/Portfolio Manager of Pacific Multi-Asset look back at 2017 and discuss the global investment outlook for 2018. 

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