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The Gold Standard

01 March 2017

Read the recent International Adviser article with Matthew Lamb, CEO of PAM explaining how Pacific are bringing institutional efficiencies to retail clients.

By Mark Battersby (International Adviser) - February 2017  

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Asset managers must 'innovate and industrialise'

28 February 2017

Read the recent International Adviser article with Matthew Lamb, CEO of PAM explaining why the asset management industry is facing an innovation dilemma.
By Kirsten Hastings (International Adviser) - 13th January 2017   

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Multi-Asset Blog - Buffett’s bet on fees

28 February 2017

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Buffett’s bet on fees

I spent Sunday morning reading Berkshire Hathaway’s shareholder letter. Berkshire is no ordinary company, and its letter written by CEO Warren Buffett is no ordinary annual report. Its packed with wit and wisdom, covering a wide range of subjects from share buybacks to accounting standards. Remarkably he makes these subjects entertaining, which goes some way to explain why I’ve been reading his annual letters for almost 20 years. 

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Uncovering the DNA of markets

27 February 2017

Our approach to diversifying assets makes us a little different from most other asset managers. That’s because we try to look at the ‘DNA’ that drives a market – something known as ‘factor investing’

How we use ‘factor’ investing in our Multi-Asset portfolios
One of the things that sets our Multi-Asset portfolios apart is our use of ‘factor’ investing when selecting assets. The main reason to hold a variety of asset classes is to make your portfolio more stable. But this idea only holds true if the assets you select are uncorrelated. In other words: asset class returns are independent of each other, thereby reducing a portfolio’s overall risk. 

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Multi-Asset Blog - New investment - British Empire

15 February 2017

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset.
British Empire: an undervalued asset

Sometimes investing is simple. Everyone understands that if you can buy something for less than it’s worth you should do well. British Empire adopt this approach in less well researched parts of the market, looking for both undervalued assets, and importantly, underlying assets that will appreciate over time. Their hunting ground is in investment trusts, family controlled holding companies and property companies listed around the world. These give them exposure to a hugely diverse range of investments, including ecommerce businesses, New York real estate, Swedish industrials and German residential property. 

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Creating Cost Efficient, Highly Diversified Portfolios

14 February 2017

Will Bartleet, CIO and Portfolio Manager of Pacific AM Multi-Asset and Lou Cucciniello, Head of Diversifying Assets explain how their close working relationship allows them to create cost efficient, highly diversified portfolios.

One of the things that sets Pacific Asset Management’s multi-asset portfolios apart is our use of ‘factor’ investing and analysis when selecting assets. 

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Multi-Asset Blog - The devil and the deep blue sea

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?  

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Multi-Asset Blog - Trump takes his seat

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: 

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There is no premium for complexity

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. 

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Multi-Asset Blog - Welcome

12 January 2017

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset.
Happy New Year and a very warm welcome to my first blog post as CIO at Pacific.  

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