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February 25, 2026
Pacific Asset Management strengthens North American equities with John Feeley appointment.
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April 30, 2026
The global listed infrastructure sector weakened over March as the war on Iran and the subsequent impact on global energy prices drove a ‘risk off’ attitude in markets. The benchmark index (FTSE Global Core Infrastructure 50/50 Index Net Tax CAD) returned -4.18%.
April 30, 2026
During the first quarter of 2026 the Strategy outperformed the MSCI Emerging Markets Index by 3.6%. Outperformance was driven by our exposure to Korea, as well as stock selection in China. The underweight to the Indian market, while reduced, has also continued to be a tailwind.
April 30, 2026
March 2026 net performance was negative -0.20%. Whilst a draw for the month is not what we aim for in an absolute return strategy, we can take heart that this was a month of extreme unpredictability after the sudden attack by Israel and the US on Iranian military and nuclear targets.
April 30, 2026
Over the month the fund returned -11.9% reflecting the conflict in the Middle East and the closure of the Straits of Hormuz. Given the significant gain year to date, South Korea was the largest detractor followed by South Africa.
April 21, 2026
In this episode of the Money Maze Podcast, Matt Lamb, CEO of Pacific Asset Management, joins Simon Brewer to explore the structural shifts shaping modern asset and wealth management.
April 16, 2026
The escalation of conflict in the Middle East and the effective closure of the Strait of Hormuz – a vital artery for the global oil supply – triggered heightened volatility across financial markets.
April 15, 2026
Performance in Q1 followed two contrasting trajectories. The quarter began with equities extending their year-end rally through February, but this optimism was upended in March.
April 13, 2026
Hear the latest insights from Justin Lannen and Steven Kempler, Portfolio Managers from Maple-Brown Abbott Global Listed Infrastructure (MBA GLI).
March 18, 2026
Equities extended their rally with major indices posting gains last month, though volatility remained elevated as markets contended with multiple headwinds.
March 9, 2026
Equities continued their upward trajectory with major equity indices posting gains; however, volatility remained elevated as markets navigated several challenges last month.
February 25, 2026
Pacific Asset Management strengthens North American equities with John Feeley appointment.
February 23, 2026
Since the start of the Trump presidency, investors have been faced with a stark contrast between a volatile news cycle and resilient market performance.
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