VIDEOS & PODCASTS
5 minute view time
28 June 2026
Pacific Multi-Asset Solutions Video Update - Q3 2026
In this Video Update, Pacific's Head of Multi-Asset Solutions, Freddie Streeter, together with CIO and Portfolio Manager, Will Bartleet, and CSO and Portfolio Manager, William Thompson, share their recent insights on the performance of Q2 and outlook for Q3. Video 1: Q3 2026...
minute view time
21 June 2026
Pacific North of South EM Video Update - Q2 2026
In this Video Update, hear from Seb Stewart, Head of US Institutional Sales, and Kamil Dimmich, Portfolio Manager and Partner at North of South Capital, as they discuss key EM themes and performance from the previous quarter, and look ahead to the rest of 2026. Video 1: HOW has ...
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INSIGHTS
4 minute read time
03 August 2026
Multi-Asset: Market Update July 2026
July 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.EquitiesGlobal equities had a sharply bifurcated mon...
3 minute read time
22 July 2026
Emerging Markets: June Monthly Commentary
During Q2 2026 the strategy outperformed the MSCI Emerging Markets index by 1.8%. The quarter was characterized by a strong equity recovery after a March correction in response to the war in Iran. Key drivers of outperformance were technology stocks in Korea and Taiwan although t...
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NEWS & PRESS RELEASES
3 minute read time
04 August 2026
Press Release: Pacific Asset Management and Asset Value Investors announce strategic partnership
As seen in: Portfolio Adviser Investment Week Pacific Asset Management ("Pacific") today announces that it will become the strategic institutional partner to independent, boutique investment manager, Asset Value Investors ("AVI"), ...
2 minute read time
27 July 2026
Press Release: Pacific Asset Management Appoints Carlos T. Rodriguez as Partner and Managing Director, Americas Business Development
As seen in: Portfolio Adviser Investment Week Pacific Asset Management (“PAM”) today announces the appointment of Carlos T. Rodriguez, CFA, CAIA, as Partner and Managing Director, Americas Business Development. Based in New York, he will report to Seb Stewart, ...