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May 19, 2026
Pacific Asset Management strengthens North American equities team with double senior hire
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May 29, 2026
The Iran conflict remained at the forefront of market attention in April. Fears around the trajectory of the conflict persisted into the start of the month, but risk rallied as April progressed – first on news of a two-week ceasefire, and subsequently after Trump posted that an agreement with Iran had largely been negotiated, including a commitment from Iran to never close the Strait of Hormuz again.
May 29, 2026
Ongoing tensions between the U.S. and Iran dominated headlines, with the Strait of Hormuz remaining severely disrupted. Oil prices exhibited significant volatility throughout the month, retreating sharply in early April amid optimism for a Middle East ceasefire before rebounding as negotiations stalled.
May 28, 2026
In May the fund rallied by 6.8% in GBP terms, with most of the gains coming from South Korea and Taiwan. Technology was the leading sector followed by Industrials, some of which have significant technology exposure.
May 28, 2026
The global listed infrastructure sector was stronger over April with the benchmark index (FTSE Global Core Infrastructure 50/50 Index Net Tax USD) returning 3.55% over the month.
May 28, 2026
During April, the Strategy outperformed the MSCI Emerging Markets index by 0.6% as markets rebounded following the Iran conflict sell-off. The greatest contribution to outperformance came from semiconductor stocks in Taiwan and Korea, but we also had a strong contribution from Chinese industrials and were helped by our underweight in Brazil and India.
May 28, 2026
April 2026 net performance was negative -0.08%. As the Middle East conflict between the US, Israel and Iran entered its second month, confusion continued to beset the market and central bankers alike.
May 19, 2026
Pacific Asset Management strengthens North American equities team with double senior hire
May 7, 2026
In this Video Update, Freddie Streeter, Head of Multi-Asset Solutions, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet. Together, they explore the key growth drivers from the last quarter, and how Pacific is positioning for the remainder of 2026.
May 7, 2026
Following a challenging backdrop in March, global equities rebounded sharply last month as risk appetite strengthened and markets discounted ongoing geopolitical uncertainty.
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.
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