Longevity & Social Change: February Monthly Commentary
3 minutes read time The MSCI World equities index was up 5% in February (in GBP) with broad based strength led by cyclicals), while more defensive sectors such as Staples and Healthcare lagged.
Longevity & Social Change: January Monthly Commentary
3 minutes read time The MSCI World equities index was up 0.9% in January (in GBP) with Information Technology, Communication Services and Healthcare posting the strongest gains, while Materials and Real Estate recorded the largest declines.
Longevity & Social Change: Watermelon sugar, all time high?
10 minutes read time Find insights from Pacific’s Longevity and Social Change team.
Longevity & Social Change: December Monthly Commentary
3 minutes read time The MSCI World equities index was up 4% in December (in GBP) with Real Estate, Industrials and Financials posting the strongest gains, while Energy was once again the only sector to record a decline.
Longevity & Social Change: November Monthly Commentary
3 minutes read time The MSCI World equities index was up 5% in November (in GBP) as most regions and sectors posted a recovery after two months of broad-based weakness. The strategy performed broadly in line with its global benchmark in November, despite our zero allocation to Tech and helped by our strong stock selection in Healthcare, Financials and Consumer Discretionary.
Longevity & Social Change: October Monthly Commentary
4 minutes read time The MSCI World equities index was down 2.5% in October (in GBP) with broad weakness across regions and sectors. Utilities was the only sector to record a gain, while Information Technology saw the narrowest decline.
Longevity & Social Change: Q3 2023 Insights
5 minutes read time Find insights from Pacific’s Longevity and Social Change team about the third quarter (Q3) of 2023.
Longevity & Social Change: September Monthly Commentary
3 minutes read time The MSCI World equities index was down 0.9% (GBP) in September with developed markets and rate sensitive sectors leading the declines as long-term yields widened to a level not seen since 2007.
Longevity & Social Change: August Monthly Commentary
4 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was down 1% in August (in GBP) as most regions and sectors finished in the red. Utilities, Materials and Financials were the weakest performing sectors with only Energy and Healthcare recording gains. Consumer Discretionary came under pressure on the […]
Longevity & Social Change: July Monthly Commentary
4 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was up 2.2% July (in GBP), led by emerging markets, and positive performance in the US and Europe. Strength broad based across the sectors, with the largest gains in Energy and Communication Services and more muted gains in Healthcare, […]
