Market & Economic Commentary

November 2021
5 Reasons for Stubborn Inflation

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”?

November 2021
Supply Chain Reactions

Large supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy?

November 2021
How Will the Year End?

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.

November 2021
Bank Loans or High-Yield Bonds?

Relative value currently favors floating-rate loans over high-yield bonds

October 2021
‘Spendflation’

Consumers with record net worth are spending. Driving both real economic growth and inflation. What effects should we expect?

October 2021
Big Tech + Big Regulation = Opportunity?

As regulators set their sights on Big Tech, will large-cap value stocks emerge a winner?

September 2021
Signaling Ahead

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.

September 2021
Full Steam Ahead?

So far, the economic rebound has largely withstood the twin surges of the Delta variant and inflation. Will that continue?

September 2021
Analyze This: Food for Thought

The food-and-beverage sector has generally adjusted well during the pandemic, but important questions remain.

August 2021
Economic Delta

Will the aggressive COVID variant impact the economic rebound? Plus, market insights and more.

August 2021
Asia's Progress and Challenges (Semiconductors Part 2)

Asia produces 70% of the world’s microchips. What’s behind this massive market share and what may chip away at it?

August 2021
Will 2021's Strong First Half Continue?

2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?

August 2021
In Short Supply

Temporary supply-chain bottlenecks and labor storages may fuel transitory inflation, but what’s beyond that?

July 2021
Semiconductors - Part 1 (U.S. Initiatives)

How will the U.S. address the challenges of semiconductor chip shortages that have hampered production for various industries?

June 2021
Analyze This: Housing

Blueprint for red-hot sector: Low interest rates, low supply

June 2021
Taking an Early Hike?

With the economy recovering and inflation on the rise, Fed officials now expect to raise interest rates in 2023, a year earlier than previously predicted.

June 2021
Inflated Concerns

With the consumer bump still ahead, is there too much money chasing too few goods?

June 2021
Bank Loans: What We Look For and What We Avoid

Floating-rate loans have attracted increased investor attention given the search for income amid an uncertain interest-rate environment.

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June 2021
The Case For Corporate Debt

Adding corporate debt to an investor’s portfolio may provide higher levels of income, capital appreciation and a hedge against rising interest rates

June 2021
Analyze This: Airlines

Air travel takes flight again thanks to COVID Vaccines

June 2021
How Strong Are the Economic Tailwinds?

What’s in store for the economy and credit with a rebounding economy and pent-up demand?

May 2021
Has India Learned From Its Mistakes?

After some economic stumbles, India has corrected course and may be poised for explosive growth…once it stomps out the pandemic wildfire.

April 2021
Adapt and Overcome

The U.S. economy has rebounded thanks to stimulus packages, better supply chains, pent-up demand, and other factors. Is China the next challenge?

April 2021
Analyze This

Insights into how five Covid-19-impacted sectors are performing more than one year into the pandemic—and what the future may hold.

March 2021
Faster Recovery?

Federal Reserve officials now expect a faster economic recovery than previously predicted with revised estimates of 54% more GDP growth in 2021.

March 2021
Less Is More

How well do you know your multisector bond fund?

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February 2021
The Case for Economic Optimism in '21

COVID vaccines and unleashed demand may provide tailwinds, but the year is not without risks.

November 2020
The Closing of Two Fed Credit Facilities

U.S. Treasury Secretary Steven Mnuchin recently announced that several Federal Reserve (Fed) lending programs won’t be extended beyond year’s end.

November 2020
Should Big Tech Be Feeling Blue?

The blue shift in the White House may signal added trouble for Big Tech companies.

October 2020
Ready to Declare a v-Shaped Recovery?

With the economy slowing in September, the battle for a quick rebound may be far from over.

October 2020
Analyze This

Insights into how five COVID-19-impacted sectors are performing—and what the future may hold.

September 2020
Promoting Retirement Readiness

How the Pacific Funds Portfolio Optimization Funds offer long-term turnkey investment strategies.

August 2020
The Comeback Kid?

Why there’s still value in a value allocation.

July 2020
Bridging to '21

Perspectives on the most recent Federal Open Market Committee meeting.

July 2020
Uncharted Waters

In recent months, investment-grade debt has experienced a ferocious rally. What’s next?

June 2020
Dis-Loan-Cation

In today's market, we believe bank loans provide an attractive opportunity.

June 2020
Got Yield?

Income-focused stocks can complement portfolios during market downturns.

April 2020
Fixed Income, a Better Alternative?

Liquid alternatives have not bested bonds on most key measures.

March 2020
Keep Calm and Invest on

In volatile times, remember your time horizon, follow facts not feelings, and reposition gradually.

November 2019
The Case for SMID

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
A Tale of Two Markets

Divergence in today’s high yield market can be challenging, but also provides opportunity.

August 2019
Thinking Small

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
BBB Bubble?

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 Strategic Income Portfolio Manager Q&A

Pacific Funds Strategic Income Portfolio Manager Brian Robertson discusses the flexibility of Pacific Funds Strategic Income and what sets the investment process apart from peers.

March 2018
Timing Is Always Right for Diversification

A balanced portfolio can help smooth the path to your financial goals and avoid market-timing detours.

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