23 April 2018
Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team
There has been a great deal
of confusion over the past year and a half regarding the exact meaning of many pronouncements coming from the Trump administration regarding foreign
policy. The turnover of senior staff, particularly the recent departure of Secretary of State Tillison, has only added to this level of uncertainty.
12 April 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 look back at Q1 2018, discuss the current global investment outlook and what the return of volatility has meant for global equities and bonds. They also discuss how the Pacific Multi-Asset Portfolio is positioned and consider where the opportunities are going forward.
22 March 2018
22 March 2018
Investment Conundrums: Pacific AM's Bartleet on why his single largest concern is complacency in markets
Pacific Asset Management's Will
Bartleet speaks to Investment Week's Tom Eckett.
Read the full article in Investment Week here.
27 February 2018
Pacific Asset Management secures SCA licence in the UAE
Pacific Asset Management recently joined an exclusive list of non-UAE based asset managers, by successfully obtaining approval for the registration
of its Multi-Asset Accumulator range of funds in the United Arab Emirates (UAE).
As reported in International Adviser on the 27th February 2018, this registration allows for the funds’ promotion through an association with a locally registered private bank.
20 February 2018
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.
09 February 2018
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.
12 January 2018
10 January 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.
06 December 2017
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.