Market & Economic Commentary

More Candy, Please!
August 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
A Virtuous Fed
June 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
A Strong Neutral
May 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
A Dovish Spring
March 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
Just a Little Patience
February 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
As Expected, but Not as Hoped
December 2018
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
Heat Check: Investors Rethink Market Leadership
November 2018
Recent market volatility can be attributed to several factors but we believe the economic prospects remain positive.
Pacific Funds Strategic Income Portfolio Manager Q&A
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.
Fed Stays the Course Despite “Red October”
November 2018
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
Staying the Course: Rothschild’s Investment Methodology
June 2018
Pacific FundsSM portfolio managers discuss how they were able to “stay the course” during the market volatility in early 2018.
Too Early to Tell? The Market Reacts to China, Tariffs, and Trade
March 2018
After the announcement of plans to levy tariffs on Chinese imports, Pacific Funds portfolio managers address what happened, what it means, and positioning.
Bricks and Clicks: The Changing Nature of Retail
February 2018
In recent years, the retail industry has experienced major shake-ups, including the increasing popularity of e-commerce. But the rise in e-commerce has not impacted all retail sectors equally. To understand the implications of this shift, we interviewed the portfolio managers of Rothschild Asset Management Inc., subadvisor for Pacific Funds℠ U.S. Equity Funds.
Understanding Recent Market Volatility
February 2018
Amid volatile and unpredictable markets, Pacific Funds portfolio managers address what happened, what it means, and positioning.
Down to Business: Outlook for Stocks in Trump’s First 100 Days
February 2017
President Trump's campaign promises may have important implications for the economy and the stock market.
The Labor of LIBOR
September 2016
Since mid-June, the three-month London Interbank Offered Rate (LIBOR), the benchmark interest rate that banks charge each other for loans, has increased by approximately 20 basis points despite an unchanged federal funds rate in the United States. It is important for investors to look at what LIBOR is and is not telling you.
Brexit Impact and Investment Implications
June 2016
The Brexit decision will have profound longer-term consequences for the U.K., Eurozone, and beyond.