Markets are moving, gold is in focus, and both global and domestic events are already shaping the investment landscape this year. How is Pacific responding?
In this Video Update, Freddie Streeter, Head of Multi-Asset Solutions, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager. Together, they explore the key growth drivers from the last quarter of 2025, and how Pacific is positioning for 2026.
Video 1: Q1 2026 Market Outlook
OVERVIEW
In this introduction, Will Bartleet and Will Thompson share their thoughts on what has been taking place in markets this past quarter. They consider new opportunities, risks, and expectations for the macroeconomy.
Video 2: How have we broadened
exposure to the AI theme?
AI was a key theme for Pacific last year. Hear Will Bartleet explain how Pacific expanded its exposure over the past quarter, including into areas such as healthcare, which stand to benefit from AI technology.
Video 3: How are we playing
The gold theme?
Gold has taken centre stage in recent months. Hear Will Thompson explain how Pacific has responded to gold’s growth over the past quarter and the strategy behind it.
