Multi-Asset: March Monthly Commentary

< 1 minute read timeFollowing 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 timeFollowing 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.

Pacific North of South EM Video Update

< 1 minute read timeHear from Nick Lemis, Global Head of Wholesale, Pacific Asset Management and Kamil Dimmich, Portfolio Manager and Partner at North of South Capital, as they discuss the launch of the new Global Emerging Markets UCITS strategy, themes and detractors Kamil witnessed in 2024 as well as key opportunities for 2025. Pacific north of south emerging markets […]

Multi-Asset: January Monthly Commentary

< 1 minute read timeFollowing 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.