Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation.
Pandemic-related pressures have driven inflation higher—and for longer—than many predicted. Does that mean the Fed will back off its stance that today’s inflation is “expected to be transitory”?
Large supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy?
That depends on several factors, including supply chains, COVID, and Big Tech regulation. But in the end, we believe value and small-cap stocks may come out winners.
Relative value currently favors floating-rate loans over high-yield bonds
Consumers with record net worth are spending. Driving both real economic growth and inflation. What effects should we expect?
As regulators set their sights on Big Tech, will large-cap value stocks emerge a winner?
With the economic recovery steady and inflation continuing to be elevated, Fed officials are still on track to raise interest rates in 2023, with tapering predicted by year’s end.
So far, the economic rebound has largely withstood the twin surges of the Delta variant and inflation. Will that continue?
The food-and-beverage sector has generally adjusted well during the pandemic, but important questions remain.
An in-depth discussion with Scott Kennedy, one of the nation’s leading experts on the Chinese economy and its wide-ranging impacts on industries and other countries. Mr. Kennedy is senior adviser and trustee chair in Chinese Business & Economics at the Center for Strategic & International Studies.
Insights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."
The broken semiconductor supply chain, the dominance of Taiwanese chip manufacturing, challenges facing the U.S. automotive industry, and plans for more U.S. manufacturing. Guest: Shalini Viswanathan, senior credit research analyst for Pacific Asset Management who covers technology.
Will the rise of inflation be transitory? Plus, Fed tapering and interest rates, market trends, and the outlook for fixed-income.
An in-depth discussion with Evercore ISI analyst Umer Raffat on the Delta variant, other looming variants, vaccine updates, and current expectations for dealing with the pandemic. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.
Market action in July, expectations for Fed tapering, and the effect of the delta variant on the economy.
Co-author Sujeet Indap discusses his new book, “The Caesars Palace Coup,” which details the epic 2015 billionaire bankruptcy brawl over Caesars Entertainment that pitted legendary private-equity firms against some of the world’s most famous hedge-fund shops.
2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?
Join Pacific Funds Fixed Income portfolio managers JP Leasure, Michael Marzouk...
Introducing the people, process, and...
Join Pacific Funds Fixed Income portfolio manager David Weismiller and senior...
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