Insights

Manager Insight Series

March 2020
In volatile times, remember your time horizon, follow facts not feelings, and reposition gradually.
March 2020
A balanced portfolio can help smooth the path to your financial goals and avoid market-timing detours.
January 2020
There may be a favorable relative-value advantage for floating rate loans over high-yield bonds in the near term.
January 2020
Twelve charts illustrating the themes and market environment in 2019.
December 2019
Using small-cap value stocks is currently the least expensive asset class within U.S. equities, have historically outperformed small-cap growth stocks, and may provide diversification benefits to an investor’s portfolio.
November 2019
Over the past 40 years, small- to mid-cap (SMID-cap) stocks have outperformed small- and large-cap equities in both bull and bear markets.
October 2019
In volatile times, remember your time horizon, follow facts not feelings, and reposition gradually.
August 2019
Tina Jones from Rothschild & Co Asset Management US Inc., the subadvisor for the Pacific Funds U.S. equity funds, gives her views on the impact of tariffs on domestic small-cap stocks and what the future may hold.
June 2019
Portfolio Managers David Weismiller and Ying Qiu share insights into what’s happening in the BBB space and the impact to investors.
November 2018
Pacific Funds Portfolio Managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy until the end of 2018.
November 2018
Pacific FundsSM Strategic Income Portfolio Manager Brian Robertson discusses the flexibility of Pacific Funds Strategic Income and what sets the investment process apart from peers.
October 2017
Bank loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.
July 2017
Pacific Funds portfolio managers discuss the current market environment, fiscal and regulatory policy, and their broad positioning for the second half of 2017.
June 2017
Pacific Funds portfolio managers examine several developments that have increased the focus on alternatives and how the asset class may address two of the more pressing potential risks in capital markets today.
June 2017
While investing solely in a small-cap core strategy can provide a set-it-and-forget-it approach, those who believe in rebalancing or taking tactical views may prefer both small-cap value and small-cap growth strategies.
April 2017
Pacific Funds portfolio manager David Weismiller discusses how fixed-income portfolios may be positioned in the post-U.S. presidential election environment.
March 2017
Will the surge in consumer and business confidence translate into economic growth? In this article, we discuss this notion and our overall positioning entering 2017.