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June 16, 2025
Pacific Asset Management brings in Viewforth Investment Partners team
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July 18, 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.
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
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%.
July 15, 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 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.
June 26, 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.
June 26, 2025
During a turbulent April, the Strategy underperformed the MSCI Emerging Markets index by 2.4%.
June 26, 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.
