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June 16, 2025
Pacific Asset Management brings in Viewforth Investment Partners team
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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 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.
June 16, 2025
Pacific Asset Management brings in Viewforth Investment Partners team
June 3, 2025
Pacific Asset Management today announces the appointment of John Tevenan as Partner and Head of Global Financial Institutions Distribution.
May 30, 2025
During the turbulent April, the PCGA Strategy returned -0.10% compared to the benchmark Bloomberg Global Aggregate Corporate Index which returned +0.36%.
May 30, 2025
In April the fund was down -1.98%. We had positive performance from our holdings in Greece and South Korea, whilst the main detractor was China.
May 29, 2025
The latest investment outlook from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
May 27, 2025
Escalating geopolitical tensions and the implementation of tariffs from the US on imports from China, Canada and Mexico weighed on financial markets last month.
May 20, 2025
March net performance was positive at 0.51%. The portfolio performed well in an environment of increasing uncertainty.
