Multi-Asset: August Monthly Commentary
2 minutes read timeAugust was a strong month for risk assets, after the bull market in equities for 2026 was disrupted in July. Federal Reserve chair Kevin Warsh used his Jackson Hole address to flag inflation as the primary risk for the board, which was taken by the market as hawkish.
Multi-Asset: Market Update August 2026
3 minutes read timeIn August, equity markets rebounded as concerns around AI-related stocks eased, with positive returns across most regions. Sovereign bond returns were more mixed, as investors considered government borrowing, inflation expectations and the outlook for interest rates.
Multi-Asset: July Monthly Commentary
2 minutes read timeMarket performance in July was shaped by three main forces: renewed tension in the Middle East, a sharp rotation away from AI and semiconductor-related equities, and a more unsettled interest-rate backdrop following the US Federal Reserve meeting.
Multi-Asset: Market Update July 2026
4 minutes read timeJuly was dominated by three interlocking themes: a re-escalation of hostilities in the Middle East that sent oil prices sharply higher, a reversal in technology stocks, and a Federal Reserve decision that unsettled bond markets.
Multi-Asset: June Monthly Commentary
2 minutes read timeMarkets continued to be volatile in June but both equity and bond markets ended the month modestly higher.
Multi-Asset: Market Update June 2026
3 minutes read timeMarkets continued to be volatile in June but both equity and bond markets ended the month modestly higher.
Pacific Multi-Asset Solutions Video Update – Q3 2026
< 1 minute read timeIn this Video Update, Freddie Streeter, Head of Multi-Asset Solutions, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet. Together, they explore the key growth drivers from the last quarter, and how Pacific is positioning for the remainder of 2026.
Multi-Asset – Investment Outlook – 2026: June Insights
5 minutes read timeMarkets and headlines often diverge, but today many market observers are perplexed by the ongoing gloomy headlines and the robustness of the stock market.
Multi-Asset: May Monthly Commentary
< 1 minute read timeMay proved a strong month for global equities, with markets buoyed by an exceptional first-quarter earnings season and continued enthusiasm surrounding artificial intelligence.
Multi-Asset: Market Update May 2026
4 minutes read timeGlobal equity markets maintained their strong momentum in May, recovering from March lows. This rebound was underpinned by a combination of artificial intelligence (AI) optimism, robust corporate earnings, and an easing of geopolitical tensions.