Pacific Asset Management

Please take a moment to read Pacific Asset Management's monthly investment roundup. Discover insights and thoughts from our investment teams in the latest edition of our monthly review.

As another year comes to a close, we want to extend our warmest thanks to our clients, partners and community. We're excited for what the new year holds and look forward to continuing our journey together. Here's to a successful and fulfilling 2025 from all the team at Pacific Asset Management!

Matthew Lamb, CEO of Pacific Asset Management, was recently joined by Christopher J. and Fionn O'Leary, Senior Portfolio Managers at Coolabah Capital Investments and co-managers of the Pacific Coolabah Global Active Credit Fund. At $20 trillion in size, the global credit market remains one of the most inefficient asset classes. Limited algorithmic trading and opaque pricing create unique opportunities for active managers. Listen to part one of the video as Chris Joye highlights the importance of precision in pricing and the benefits of targeting, high-quality liquid securities.   “Unlike equities, where trading is highly transparent, credit markets operate in opacity,” Chris explains. “This allows active managers like us to uncover mispricings and generate meaningful alpha for our clients."   To watch the full video series, please click here: https://lnkd.in/ekqQjrWm

Matthew Lamb, CEO of Pacific Asset Management, was joined by Christopher J. and Fionn O’Leary, Senior Portfolio Managers at Coolabah Capital Investments and co-managers of the Pacific Coolabah Global Active Credit Fund. The team shared their insights into navigating the complexities of the investment-grade global credit market, detailing how they exploit inefficiencies, adapt to macroeconomic shifts, and implement strategies that generate meaningful alpha for clients. In the clip below, the team discusses the US election and the broader economic environment, including the implications of high interest rates, inflationary pressures, and geopolitical uncertainty. To watch the full video series, please click here https://lnkd.in/ekqQjrWm Mary Murphy Nicholas Lemis Sebastian Stewart Chris King Jonno Ross Freddie Streeter

Many thanks to Citywire and James Penny, CIO of TAM Asset Management Ltd , for including Pacific Asset Management's Chris Fidyk and the Pacific North American Opportunities Fund in Citywire's ‘Hidden Gems’ fund list.   Over 20 fund selectors from this year’s Citywire Top 100 revealed their under-the-radar funds that have caught their attention. The Pacific North American Opportunities Fund comes in at No. 5 and is a great example of Pacific Asset Management delivering high-conviction, actively managed, craft-based strategies that are difficult to industrialise for clients.   To find out more about the Pacific North American Opportunities fund please click here https://lnkd.in/daqM5WYu #craftinvesting #usequities #hiddengems

Come visit our stand at the IPE Conference & Awards at the Cubex Centre in Prague today! We’ve got delicious locally made biscuits (thank you Iva Piskacova) and are here to chat all things Investments, Pensions and Pacific Asset Management. Imogen Tyer, Sebastian Stewart and I are in attendance and would love to chat. #investing #markets #pensions #investments #ipe

Please take a moment to read Pacific Asset Management's monthly investment roundup. Discover insights and thoughts from our investment teams in the latest edition of our monthly review.

Central banks in developed markets have begun cutting interest rates as inflation normalises, though higher-than-expected UK inflation highlights ongoing challenges. The speed of future cuts will depend on factors such as labour market resilience and growth dynamics. Read the latest Pacific Asset Management Multi-Asset Global Investment Outlook from Will Bartleet, CIO/Portfolio Manager, and the Pacific Multi-Asset Team, as they discuss headline inflation, Chinese fiscal and monetary measures, and Chinese equity markets. William Thompson David Cockerton Ben Sears Freddie Streeter Jeremy Krausz, CFA Adella Hives BSc (Hons), ALIBF Elliott Kibble David Brooks IMC #interestrates #inflation #multiasset #assetmanagement

It was great to host university students and graduates at our offices yesterday in collaboration with GAIN UK. GAIN aims to inspire and empower the next generation of female and non-binary investment professionals by providing a platform for learning, career development and networking. We introduced the students to the business and were joined by employees from across the firm who shared their personal journeys in the industry and offered valuable insights and advice on navigating their careers as well as an AmplifyME simulated trading session led by Andrew Osayemi. Many thanks to all that attended. #careers #assetmanagement #GAIN

Matthew Lamb, CEO of Pacific Asset Management, joined Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and William Thompson, Chief Sustainability Officer and Portfolio Manager as they recorded the latest Pacific Multi-Asset Solutions Video Update. Filmed last week ahead of the UK budget and US Election, listen as the team explore key market opportunities and the advantages of a unitised fund structure when building model portfolios. With the US elections approaching, the team highlights why portfolio diversification and flexibility are essential, regardless of the outcome. Watch the full video here: https://lnkd.in/eHe7ytPw