08 February 2017
Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset.
The
French elections: Between the devil and the deep blue sea?
2016 was a year of tremendous political upheaval and yet calm markets: the Brexit vote was shrugged off in a few days and Trump’s election result in
a couple of hours. How will markets respond to political risks in 2017?
25 January 2017
Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset.
Last Friday saw Donald J Trump take his seat at the Resolute desk in the oval office.
Many commentators doubted that he could become the most powerful man on the planet and sometimes struggled to keep up with his policies once he took
office. So, what can we glean from his inauguration speech? Here are the key points and their implications for markets:
12 January 2017
Louis Cucciniello, Head of Diversifying Assets
At Pacific Asset Management (PAM), we work hard to look at diversification in different ways. One way the CIO and the portfolio management team looks
at diversification is by factor analysis – specifically on what non-directional factors to add to the portfolio which will improve the risk return
over the long run. At PAM we strongly believe there is no premium for complexity when it comes to non-directional factor investing.
12 January 2017
15 December 2016
The Financial Times: Movers & shakers:
Two new faces join Pacific Asset Management, the newly launched multi-asset business of Pacific Investments, the asset management, private equity and real
estate group. Will Bartleet joins as chief investment officer from HSBC while Louis Cucciniello will become head of diversifying assets after moving
from Deutsche Bank.
30 November 2016
Financial News:
The week's biggest movesPacific Investments names head of new multi-asset business Sir John Beckwith’s Pacific Investments group has announced the launch of a new multi-asset business, Pacific Asset Management. It has hired Matthew Lamb, who was most recently the global head of liquid alternatives at Deutsche Asset Management, to head it up. Further senior hires from the asset management sector will be announced over the coming months, the firm said in a statement.