Latest News,
Views & Blog

Multi-Asset Solutions

Read More

Emerging Markets

Read More

G10 Macro Rates

Read More

In the News

Read More

Latest 2020 Multi-Asset Master Class

30 January 2020

Will Bartleet, CIO and Lead Portfolio Manager of the Pacific Multi-Asset Solutions and Matthew Lamb, CEO of Pacific Asset Management look back at the winners and losers of the last ten years and contemplate what might be in store for the next decade. 
 

Read More

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. 

Read More

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.
 

Read More

Latest 2018 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.  

Read More

Latest 2018 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. 

Read More

EM value specialists

11 June 2018

EM value specialists - North of South Capital
Hear from our highly experienced team

Matt Linsey, Lead Portfolio Manager and Partner of North & South Capital and Kamil Dimmich, Co-manager and Partner outline their unique interpretation of value investing, and why it’s so critical to consider the ‘Cost of Capital’ when investing across Emerging Markets.  

Read More

Latest 2018 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. 

Read More

Latest 2018 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. 

Read More