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.
Will the aggressive COVID variant impact the economic rebound? Plus, market insights and more.
Asia produces 70% of the world’s microchips. What’s behind this massive market share and what may chip away at it?
2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?
Temporary supply-chain bottlenecks and labor storages may fuel transitory inflation, but what’s beyond that?
How will the U.S. address the challenges of semiconductor chip shortages that have hampered production for various industries?
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.
With the consumer bump still ahead, is there too much money chasing too few goods?
Floating-rate loans have attracted increased investor attention given the search for income amid an uncertain interest-rate environment.
Adding corporate debt to an investor’s portfolio may provide higher levels of income, capital appreciation and a hedge against rising interest rates
What’s in store for the economy and credit with a rebounding economy and pent-up demand?
After some economic stumbles, India has corrected course and may be poised for explosive growth…once it stomps out the pandemic wildfire.
The U.S. economy has rebounded thanks to stimulus packages, better supply chains, pent-up demand, and other factors. Is China the next challenge?
Insights into how five Covid-19-impacted sectors are performing more than one year into the pandemic—and what the future may hold.
Federal Reserve officials now expect a faster economic recovery than previously predicted with revised estimates of 54% more GDP growth in 2021.
COVID vaccines and unleashed demand may provide tailwinds, but the year is not without risks.
U.S. Treasury Secretary Steven Mnuchin recently announced that several Federal Reserve (Fed) lending programs won’t be extended beyond year’s end.
The blue shift in the White House may signal added trouble for Big Tech companies.
With the economy slowing in September, the battle for a quick rebound may be far from over.
Insights into how five COVID-19-impacted sectors are performing—and what the future may hold.
How the Pacific Funds Portfolio Optimization Funds offer long-term turnkey investment strategies.
In recent months, investment-grade debt has experienced a ferocious rally. What’s next?
Liquid alternatives have not bested bonds on most key measures.
In volatile times, remember your time horizon, follow facts not feelings, and reposition gradually.
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.
Divergence in today’s high yield market can be challenging, but also provides opportunity.
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.
Portfolio Managers David Weismiller and Ying Qiu share insights into what’s happening in the BBB space and the impact to investors.
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.
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