Multi-Asset: July Monthly Commentary
2 minutes read timeIn July, the Trump administration’s announcement of several trade deals and the passage of the One Big Beautiful Bill Act (OBBBA) provided greater policy clarity and boosted market sentiment.
Multi-Asset: Market Update August 2025
3 minutes read timeAfter a strong May and June, July proved to be another constructive month for risk assets as markets responded favourably to easing trade tensions, robust corporate earnings, and greater fiscal clarity – despite lingering concerns around interest rates and government borrowing.
Multi-Asset: Market Update July 2025
3 minutes read timeQ2 was another eventful period for investors, shaped by shifting trade policies and rising geopolitical tensions in the Middle East. Despite these challenges, markets demonstrated resilience as worst-case scenarios did not materialise.
Multi-Asset: June Monthly Commentary
2 minutes read timeLast month, investors had to navigate shifting trade policies and rising geopolitical tensions in the Middle East. The 12-day war between Israel and Iran saw the oil price surge on news that the United States had carried out missile strikes on Iranian nuclear sites and then fall back once it became clear that Iran had telegraphed its bombing of a US airbase in Qatar.
Multi-Asset: May Monthly Commentary
< 1 minute read timeNews of a trade deal between the US and China reduced the odds of a recession, sparking a rally in risk assets. The S&P 500 rose 5.4% in sterling terms, supported by another strong earnings season, with year-over-year earnings in Q1 growing 12.9%, beating the market’s expectation of just 6%.
Multi-Asset – Investment Outlook – 2025: May Insights
5 minutes read time The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
Multi-Asset: April Monthly Commentary
2 minutes read timeEscalating geopolitical tensions and the implementation of tariffs from the US on imports from China, Canada and Mexico weighed on financial markets last month.
Pacific Multi-Asset Solutions Video Update
2 minutes read timeIn the latest Pacific Multi-Asset Solutions Video Update, Freddie Streeter, Head of Global Solutions is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager.
Multi-Asset: March Monthly Commentary
2 minutes read timeEscalating geopolitical tensions and the implementation of tariffs from the US on imports from China, Canada and Mexico weighed on financial markets last month.
Pacific Multi-Asset Solutions Video Update
2 minutes read timeIn the latest Pacific Multi-Asset Solutions Video Update, Freddie Streeter, CEO of Pacific Asset Management, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager.