February 29, 2024
The investment outlook on the fourth quarter (Q4) of 2023 from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.
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February 29, 2024

The investment outlook on the fourth quarter (Q4) of 2023 from CIO and Portfolio Manager of the Pacific Multi-Asset Team, Will Bartleet.

February 22, 2024

Once again China led the downside despite further measures to support both the property and the equity market with direct exchange purchases.

February 15, 2024

Emerging Market equities surrendered all of December’s hard-won gains, led on the downside once again by Chinese markets. During the month, the largest relative contribution came from our positions in Korea, followed by China and Greece.

February 14, 2024

Like many occurrences last year, a new month brings a change in market sentiment.

February 13, 2024

2023 encompassed the extremes of the recent global rate hiking cycle. The peak yield in the UST 10y rate of 5% at the end of October, sharply reversed on the Fed pivot to finish the year almost where it started at 3.88%.

February 8, 2024

Following the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.

February 6, 2024

The MSCI World equities index was up 0.9% in January (in GBP) with Information Technology, Communication Services and Healthcare posting the strongest gains, while Materials and Real Estate recorded the largest declines.

February 5, 2024

Pacific Asset Management today announces the appointment of Sebastian Stewart as a Partner and Head of US Institutional Business Development, based in PAM’s London office.

February 2, 2024

We were delighted to welcome over 150 advisers to the Pacific Asset Management (PAM) ‘Bulls, Bears and Ballots’ election webinar this week.

February 1, 2024

Find insights from Pacific’s Longevity and Social Change team.

January 29, 2024

The Pacific Coolabah Global Active Credit Fund matched its benchmark performance for December. As of 31st December, the Fund’s weighted average yield to expected maturity is 5.70%, which compares favorably with the benchmark yield of 4.69%.

January 29, 2024

November was a sharp reversal of trends seen in the prior months and all the volatility in rates was very much a push back against the “higher for longer” mantra.