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, […]
Longevity & Social Change: Q2 2023 Insights
7 minutes read time Learn more about the Pacific Longevity and Social Change Fund here It was the best of times, it was the worst of times, it was the age of AI. While it was a quarter of light and spring of hope for all things AI, 2Q 2023 was a more challenging period for diversified equity funds. […]
Longevity & Social Change: June Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was up 3% June (in GBP), driven by gains in the US, as the debt ceiling stalemate became resolved, while Europe surrendered some of the earlier outperformance. Economic data remained largely supportive, with continued resilience in the jobs data […]
Longevity & Social Change: May Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was up 0.5% May (in GBP). While muted on the surface, this masks a wide dispersion and high concentration of performance within the index. Excluding the contribution of 10 mega caps (Alphabet, Amazon, Apple, ASML, Broadcom, Meta, Microsoft, Nvidia, […]
Longevity & Social Change: Q1 2023 Insights
5 minutes read time Learn more about the Pacific Longevity and Social Change Fund here Q1 2023 will be written into the textbooks and studied for years; the 2nd and 3rd largest bank failures in US history and a Swiss government assisted takeover of Credit Suisse by UBS did not stop the Fed or ECB from continuing to raise […]
Longevity & Social Change: April Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was broadly flat in April (-0.1% in GBP). On the macroeconomic front, Q1 US real GDP surprised to the downside on slower inventory growth. The Eurozone avoided a recession with mixed trends in the largest economies as Italy and […]
Longevity & Social Change: March Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index rose 1% in March (in GBP) with European benchmarks giving up some outperformance seen earlier in the year, while US resilience was driven by the Tech sector. On the macroeconomic front, CPI indices remain stubborn with stickiness in core […]
Fund manager profile: Pacific Asset Management
6 minutes read time Dani Saurymper and Julia Varesko talk Article 8 priorities
Longevity & Social Change: February Monthly Commentary
3 minutes read time Learn more about the Pacific Longevity and Social Change Fund here The MSCI World equities index was down 0.6% in February (in GBP) with European benchmarks maintaining the positive momentum seen in January, while US and Chinese indices gave back some of their recent gains. Latest CPI and PCE inflation prints exceeded expectations and, coupled […]
Portfolio Adviser ESG Congress: Dani Saurymper and Julia Varesko Video
< 1 minute read time Pacific Asset Management’s Longevity and Social Change at Portfolio Advisers’ ‘ESG Congress’.
