Multi-Asset: March Monthly Commentary
< 1 minute read time Following the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.
Multi-Asset: February Monthly Commentary
< 1 minute read time Following the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.
FT Adviser: Asset Allocator Podcast with PAM’s Will Bartleet
< 1 minute read time Will Bartleet, Chief Investment Officer, recently spoke to FT Adviser’s contributing editor David Thorpe and Joseph Wilkins, on their podcast series Asset Allocator.
Multi-Asset – Investment Outlook – 2024: February Insights
4 minutes read time The investment outlook on the fourth quarter (Q4) of 2023 from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
Multi-Asset: January Monthly Commentary
< 1 minute read time Following the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.
Multi-Asset: December Monthly Commentary
2 minutes read time The final month of 2023 delivered a rally in almost all major asset classes, as the market began to price in a greater likelihood that central banks will begin an interest rate cutting cycle in mid-2024.
Multi-Asset: November Monthly Commentary
< 1 minute read time After a weak October, markets bounced back strongly in November, with global equities in sterling up over 5%. Global bonds also rallied, as the headline inflation print in the US fell short of expectations.
Multi-Asset: October Monthly Commentary
2 minutes read time In October geopolitical risk dominated the headlines with escalating tensions in the Middle East leading to volatility picking up, particularly in bond markets.
Multi-Asset – Investment Outlook – 2023: 4th Quarter Insights
4 minutes read time The investment outlook on the fourth quarter (Q4) of 2023 from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
Multi-Asset: September Monthly Commentary
2 minutes read time In September, stock markets were volatile, Will Bartleet (CIO/Portfolio Manager) and William Thompson (CSO/Portfolio Manager) discuss how pressure from bond markets and a possible pause in the Federal Reserve’s rate hiking cycle could affect risk assets.
