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

The recent market sell-off was different in two regards. The U.S. dollar was not viewed as a safe haven and Emerging Market equities did not underperform their developed market counterparts.

This was even more surprising as the catalyst for the sell-off was rising U.S. interest rates. Normally, this would be supportive of the U.S. currency due to widening interest rate differentials and the role of the dollar as the world’s reserve currency. 

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
A winter storm is blowing through markets 

After months of mild weather, a winter storm is blowing through markets. First it was government bonds that sold off as investors finally took the threats of central banks seriously, stirred by signs of rising wage pressure. 

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. 

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

It has been a year since Trump assumed the office of President of the United States. At the time there were concerns that he would follow through on his election rhetoric and that a trade war would soon begin, with Mexico and China as the main targets. 

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Bitcoin: Let’s run through the bubble checklist

As Christmas parties start to fill the diary, there’s one subject everyone wants to talk about: Bitcoin. Blockchain is an innovative technology that creates an electronic ledger secured with cryptography whose applications range from the origination of corporate bonds* to simplifying the process of recording property titles. 

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

As we near the end of 2017 and look forward into the new year, many investors will be asking whether there is still value to be found in our markets. After all, we have seen 30%+ gains in dollar terms in many of the Emerging Market indices, significantly ahead of moves in the developed world. In fact, we seem to be on track to see the MSCI EM index outperform the S&P for the first year since 2012.   

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

The top 100 crypto currencies now have a combined market capitalisation of over U.S. $300 billion. This is similar to the total market capitalisation of Turkey, a country with a GDP of close to U.S. $900 billion.

Whether this is a bubble that will be compared to “tulip mania” in the future or a viable replacement of fiat currencies is impossible for us to answer. All we can do at this point is to explore the positives and negatives of the crypto currencies and their potential impact on the emerging markets. 

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

Over the past few years we have come across a considerable amount of research pointing out the risk of an imminent financial crisis in China. Predictions have ranged from “the economy could just stop”, “the currency is in danger of collapsing” to the “housing market is not sustainable”. The purveyors of these views have ranged from well-known independent research houses and a number of high profile hedge fund managers to the occasional brave Chinese bank sell side analyst warning of disaster. 

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Who will be the next Governor of the Federal Reserve?

One of the most influential leaders in the world will be appointed soon. You won’t have been able to vote for the candidates, nor will any of your neighbours. But don’t worry, the appointment will be decided by a wise leader, the 45^th President of the United States, Donald Trump. Yes soon, we will know who will be the next Governor of the Federal Reserve.  

FULL PRESS RELEASE
Pacific Asset Management announces launch of new Emerging Market UCITS fund and boosts team with two senior hires, as Multi-Asset Range tops $120 million AUM since launching in January.

Pacific Asset Management (PAM), the asset management arm of Sir John Beckwith’s Pacific Investments Group, confirms that its new Emerging Markets Long Only UCITS fund will launch in November 2017 and also announces two further senior hires to strengthen its existing team.