In this Video Update, Freddie Streeter, Head of Multi-Asset Solutions, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager. Together, they explore the key growth drivers from Q3, from the growing dominance of the AI theme and the sectors behind it, to the valuation expansion in Emerging Markets and how Pacific is positioned should a bubble emerge.
Video 1: Q3 2025 Market Outlook
OVERVIEW
In this introduction, Will Bartleet and Will Thompson share their thoughts on the past quarter, along with their reasoning as to why they see a soft landing still in place. From strong performance across asset classes, a softening labour market, and the rise of AI infrastructure, the team explore the key factors at play amid a backdrop of concerning headlines.
Video 2: PUTTING AI NUMBERS
INTO CONTEXT
AI was a strong growth driver in Q3, but what do the figures really mean? Will Thompson explores the ongoing corporate developments behind the numbers, and how these are impacting markets.
Video 3: HOW ARE WE GETTING EXPOSURE
TO THE AI THEME?
Following strong performance in the AI space, Will and Will discuss how Pacific is positioning to maximise effective exposure to the theme. They highlight three key areas driving AI-related opportunities: Clean Energy, Chinese Technology, and Investment Trusts.
Video 4: WHERE ELSE ARE WE FINDING
VALUE IN THE EQUITY SPACE?
Will Bartleet explains why the valuation expansion in Emerging Markets is an area of interest for Pacific in Q4. He also addresses the potential risk of bubbles, and how Pacific’s investment strategy is designed to mitigate this.
