Latest News,
Views & Blog

Emerging Markets Webinar with North of South Capital

As the COVID-19 situation continues to develop, Pacific Asset Management recently hosted a Live Webinar with Matt Linsey and Kamil Dimmich, Co-managers & Partners from North of South Capital, the highly experienced investment managers of the Pacific North of South EM All Cap Equity fund. 

Pacific G10 Macro Rates Live Webinar | Video Replay

Due to the ongoing concerns around the coronavirus, the Pacific G10 Macro Rates Event in London was replaced by a Live Interactive Webinar on Wednesday 8th April 2020 at 10:00 UK time.

The event allowed participants the opportunity to hear from the team, ask questions and find out more about their unique approach. 

Pacific Model Portfolio Solutions Live Webinar

As the COVID-19 situation continues to develop at a rapid pace, Pacific Asset Management hosted a live global market discussion and an update on the Pacific Model Portfolio Service. In the webinar, Matthew Lamb, CEO of Pacific Asset Management was joined by Will Bartleet, CIO and Lead Portfolio Manager of Pacific Multi-Asset Range of Solutions to discuss the ongoing situation and provide an overview of how the portfolios have performed and why they are uniquely constructed to deliver further diversification for clients. 

Conference Call for Clients
With the PAM Investment Management Teams

Last week saw markets fall sharply as investors became unnerved by the marked rise in the number of coronavirus cases outside China.  Because of the increased market volatility, Pacific Asset Management invited clients to listen and take part in the Pacific Weekly Investment Team 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. 

Pacific G10 Macro Rates Webcast
Listen to the Pacific G10 Macro Rates team for a 45 minutes webcast, as they explain their obsession with liquidity, share the rationale behind three recent RV rates trades and how volatility will likely present further opportunities for their strategy.  

Emerging Markets Webcast with North of South Capital
The Danger of the Monetary Illusion

Kamil Dimmich, Co-manager and Partner of North of South Capital was recently asked by Brooks MacDonald to participate in their latest webcast.

Kamil discusses the Monetary Illusion, a term made famous by John Maynard Keynes which describes the tendency of investors to fixate on higher nominal returns rather than focus on real returns. He explains why this is particularly true in some emerging markets and how it is possible to ensure you don’t fall foul of this common investor trap. 

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. 

Emerging Markets Webcast with North of South Capital
The importance of the Cost of Capital, Trade Wars, Trump, China & more

In the first of our Emerging Market Webcasts, 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.