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The Optimisation Conundrum

11 November 2020

The Optimisation Conundrum: Assessing the role of bonds within traditional investment funds by the Pacific G10 Macro Rates Team.

The Pacific G10 Macro Rates team spoke to Investment Week on a paper they have recently written which assesses the role of bonds within traditional investment funds. 

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G10 Macro Rates Market Analysis – Weekly Review – 9th November 2020

09 November 2020

With the Pacific G10 Macro Rates Team 
Last week was all about the US election, the market and indeed the world was transfixed on vote counts and electoral college seats. 

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Multi-Asset – CIO Monthly View – November 2020

05 November 2020

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

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02 November 2020

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

Market volatility picked up during September, as concerns over the rise in COVID cases amongst European nations led many countries to re-introduce lockdown measures put in place to slow the spread of the virus. Whilst the rise in cases across Europe has been alarming, there was comfort that in most countries this did not coincide with equal increases in hospitalisations. The global economic recovery continued, albeit at a slower pace, with US unemployment falling from 10.2% to 8.4%. Extensions to support packages were also announced, with the aim of mitigating some of the economic impacts of these further lockdown measures; in the UK, Chancellor Rishi Sunak announced a new Job Support Scheme starting next month. In the US, President Trump and Joe Biden locked horns in a fractious televised debate ahead of the election in November.  

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G10 Macro Rates Market Analysis – Weekly Review – 2nd November 2020

02 November 2020

With the Pacific G10 Macro Rates Team 
The week started with a bang as BTP’s rallied 8bp after S&P unexpectedly upgraded Italy post the Friday close. 

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Multi-Asset – CIO Monthly View – October 2020

01 November 2020

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

Market volatility picked up during September, as concerns over the rise in COVID cases amongst European nations led many countries to re-introduce lockdown measures put in place to slow the spread of the virus. Whilst the rise in cases across Europe has been alarming, there was comfort that in most countries this did not coincide with equal increases in hospitalisations. The global economic recovery continued, albeit at a slower pace, with US unemployment falling from 10.2% to 8.4%. Extensions to support packages were also announced, with the aim of mitigating some of the economic impacts of these further lockdown measures; in the UK, Chancellor Rishi Sunak announced a new Job Support Scheme starting next month. In the US, President Trump and Joe Biden locked horns in a fractious televised debate ahead of the election in November.  

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G10 Macro Rates Market Analysis – Weekly Review – 26th October 2020

26 October 2020

With the Pacific G10 Macro Rates Team 
The final tv debate between Biden and Trump passed with no clear winner, however in a far calmer manner. Optimism over the potential deal between House Speaker Pelosi and Treasury Secretary Mnuchin dominated headlines last week. Increasing chances of a ‘Blue Sweep’ and increased fiscal spending also affected financial markets. 

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G10 Macro Rates Market Analysis – Weekly Review – 12th October 2020

12 October 2020

With the Pacific G10 Macro Rates Team 
Sentiment changed last week with risk assets benefitting on the back of increasing chances of a Blue Sweep. The narrative shifted from higher taxes and more regulation to near term fiscal boost. Financial markets ignored the saga with President Trump contracting Covid-19 at the ‘super spreader’ event in the White House and spending couple of days in hospital. S&P 500 finished last week +3.8%, US 10y yield was 8bps higher at 0.774%, WTI was back above $40 and almost +10% on a week. 

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Multi-Asset – CIO Monthly View – September 2020

01 October 2020

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

 

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Pacific G10 Macro Rates IW Specialist Investment Awards Finalists

01 October 2020

Pacific Asset Management is delighted to announce that the Pacific G10 Macro Rates Fund has been nominated as finalists in Investment Week’s Specialist Investment Awards for Specialist Fixed Income Fund.
 

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