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August 15, 2025
In the latest Pacific Multi-Asset Solutions Video Update, Freddie Streeter, Head of Global Solutions is joined by Pacific's Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager.
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August 15, 2025
In the latest Pacific Multi-Asset Solutions Video Update, Freddie Streeter, Head of Global Solutions is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability Officer and Portfolio Manager.
August 14, 2025
In July, the Trump administration’s announcement of several trade deals and the passage of the One Big Beautiful Bill Act (OBBBA) provided greater policy clarity and boosted market sentiment.
August 11, 2025
After a strong May and June, July proved to be another constructive month for risk assets as markets responded favourably to easing trade tensions, robust corporate earnings, and greater fiscal clarity – despite lingering concerns around interest rates and government borrowing.
July 18, 2025
In June the fund returned 4% (GBP I share class), led by South Korea, Brazil and Greece. The second quarter dividend was GBP0.27555 making a 12m trailing yield of 5.7% which is a yield spread of 210bp over UK inflation.
July 18, 2025
During a turbulent April, the Strategy underperformed the MSCI Emerging Markets index by 2.4%.
July 18, 2025
Net performance was positive at +1.07%, marking a continuation of the excellent Q1 performance. The strategy as a whole is benefiting from the current uncertain environment.
July 18, 2025
In May, the PCGA USD share class delivered outperformance of +0.74% over its benchmark Bloomberg Global Aggregate Corporate Index’s 0.21% return. The GBP share class delivered similar outperformance of +0.72% compared to the respective GBP-hedged index.
July 16, 2025
Q2 was another eventful period for investors, shaped by shifting trade policies and rising geopolitical tensions in the Middle East. Despite these challenges, markets demonstrated resilience as worst-case scenarios did not materialise.
July 15, 2025
Last month, investors had to navigate shifting trade policies and rising geopolitical tensions in the Middle East. The 12-day war between Israel and Iran saw the oil price surge on news that the United States had carried out missile strikes on Iranian nuclear sites and then fall back once it became clear that Iran had telegraphed its bombing of a US airbase in Qatar.
June 30, 2025
News of a trade deal between the US and China reduced the odds of a recession, sparking a rally in risk assets. The S&P 500 rose 5.4% in sterling terms, supported by another strong earnings season, with year-over-year earnings in Q1 growing 12.9%, beating the market’s expectation of just 6%.
June 28, 2025
Hear from Mary Murphy, Global Head of Distribution (Single Manager Strategies), Pacific Asset Management and Kamil Dimmich, Portfolio Manager and Partner at North of South Capital.
June 26, 2025
In May the fund gained 2.6%, which was led by our holdings in Taiwan and Financials. Much of the strength in Taiwan was attributable to an unexpected 9% surge of the Taiwan Dollar which happened over just a few days.