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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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G10 Macro Rates Blog – Why macro now?

15 October 2018

Latest G10 Macro Rates Blog
With Shayne Dunlap, Co-Portfolio Manager 

The IMF loves Macro - now!
Why now?
Well to answer the question, we first need to look where we have been. 

Macro has generally suffered since the initial rapid response by Central Banks post the demise of Lehman’s a decade ago. This is primarily because interest rate policy has been stagnant ever since, driving volatility of market rates to record lows. There were a few blips such as the Bernanke taper tantrum, Italy and Greece Euro crisis. But these were sell volatility events. This benign status quo has changed. 

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PAM appointed by Strabens Hall to manage core portfolios

11 October 2018

Pacific Asset Management (PAM) announces investment partnership with award winning wealth advisory boutique, Strabens Hall
Read the full press release below

Pacific Asset Management, the core asset management business of the Pacific Investments Group, has been appointed to manage the central investment portfolios within Strabens Hall’s Investment Advisory Service (IAS). 

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Emerging Market Viewpoints – September

01 October 2018

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

Anyone who is familiar with our investment process will know that at North of South we like to stress the importance of the cost of capital. A flexible methodology, which can accommodate the wide spectrum of sovereign macro conditions our corporates are exposed to, is critical to levelling the playing field for a dollar-based investor. 

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PAM hires G10 rates, relative value macro team

23 September 2018

Pacific Asset Management expands investment capabilities with the hiring of new specialist G10 rates, relative value Macro team
Read the full press release below

Pacific Asset Management (PAM), the asset management arm of Sir John Beckwith’s Pacific Investments Group, has announced that it has hired the former Aberdeen Standard Investments’ G10 macro rates team. 

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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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Emerging Market Viewpoints – August

15 August 2018

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

China currently accounts for over 30% of the benchmark market capitalisation of the MSCI Global Emerging Market index. At this level China now represents a higher percentage of the index than any individual country has in the past. 

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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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PAM announces partnership with Chartered Financial Management (UK) Ltd

17 July 2018

Pacific Asset Management enters into strategic partnership with successful UK financial advice business based in the South West of England
Read the full press release below

Pacific Asset Management (PAM), the asset management arm of Sir John Beckwith’s Pacific Investments Group, has entered into a strategic partnership with Chartered Financial Management (UK) Ltd (CFM(UK)). 

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Emerging Market Viewpoints – July

15 July 2018

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

Investors we meet are often preoccupied with their exposure to style factors. The largest dichotomy seems to exist between the growth and value investment style. We at North of South Capital subscribe to the view that value investing works over time and allows an active manager to outperform the market. Our investment process is built around this premise. 

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