Market & Economic Commentary

June 17, 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 15, 2021
Inflated concerns

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

June 11, 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. Here’s why.

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June 8, 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 3, 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 18, 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 20, 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 7, 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 18, 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 15, 2021
Out of Hibernation

Economic tailwinds continued in February, potentially setting the stage for higher inflation and interest rates.

March 12, 2021
Less Is More

How well do you know your multisector bond fund?

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February 17, 2021
Looming Battles

Perspectives on stimulus, consumer spending, and defaults.

February 10, 2021
The Case for Economic Optimism in '21

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

January 27, 2021
Loans or Bonds?

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

January 22, 2021
Fourteen for '20

How do you summarize a year like 2020? Take a look at our 14 economic charts.

January 21, 2021
Can 2021 Be a Cure All?

With vaccines rolling out and the U.S. Senate picture clear, what may the markets look like in 2021?

December 22, 2020
Farewell 2020

Vaccine and stimulus hopes propelled markets higher in November, despite the surge in COVID-19 cases.

December 17, 2020
Three More Years

Fed officials project interest rates will be near zero through 2023, as the distribution of the COVID vaccine appears to provide light for the economy in 2021.

November 20, 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 17, 2020
Rebuilding Your Core

An allocation to credit can complement an investor’s fixed-income portfolio in today’s yield-starved market.

November 12, 2020
A Squishy Market

The spike in COVID-19 cases created a volatile market and curbed growth in October, but the trend remained positive.

November 11, 2020
Should Big Tech Be Feeling Blue?

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

November 9, 2020
No Surprises

As expected the Fed kept interest rates low and underscored the importance of a second stimulus package.

October 28, 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 1, 2020
Analyze This

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

September 21, 2020
Promoting Retirement Readiness

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

September 17, 2020
An "Average" Meeting

Fed officials expect rates to remain near zero through 2023; the inflation goal is to now average 2% over time.

September 11, 2020
Pandemic Highs

Another market high, with expectations for a “V”accine-shaped recovery.

August 18, 2020
Forward-Looking Markets and Backward-Looking Economies

Latest insights on the disruptive effects of the pandemic and what those mean for credit.

August 10, 2020
The Comeback Kid?

Why there’s still value in a value allocation.

July 30, 2020
Bridging to '21

Perspectives on the most recent Federal Open Market Committee meeting.

July 24, 2020
Uncharted Waters

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

July 16, 2020
What a Difference a Quarter Makes

First quarter 2020 saw the U.S. economy in a tailspin; second quarter pulled out of it… but now is the recovery stalling?

June 18, 2020
Reopening and Rebound?

Pacific Asset Management's Dominic Nolan gives his views on the market.

June 11, 2020
Low for Years

Perspectives on the most recent Federal Open Market Committee meeting.

June 10, 2020
Dis-Loan-Cation

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

June 2, 2020
Got Yield?

Income-focused stocks can complement portfolios during market downturns.

May 28, 2020
A Strong Defense Can Be Your Best Offense

The case for short-term corporate bonds.

April 1, 2020
Fixed Income, a Better Alternative?

Liquid alternatives have not bested bonds on most key measures.

March 30, 2020
COVID-19 Update #5: The Kitchen Sink

Fed backstop rescues market… for now

March 17, 2020
COVID-19 Update #4: The First Order of Business

Solve the health crisis, solve the economic crisis.

March 16, 2020
COVID-19 Update #3: Flattening the Curve

At its core, this is a health crisis feeding an economic crisis and leading to a developing liquidity crisis.

March 13, 2020
COVID-19 Update #2: Irrational Feelings

Amid panic, liquidity concerns have now taken hold.

March 12, 2020
COVID-19 Update #1: From Market Order to Disorder in a Single Day

Credit is weak, but it doesn't mean the companies we lend to are.

March 9, 2020
Keep Calm and Invest on

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

January 31, 2020
Loans or Bonds?

There may be a favorable relative-value advantage for floating rate loans over high-yield bonds in the near term.

January 16, 2020
Twelve for '19

Twelve charts illustrating the themes and market environment in 2019.

December 13, 2019
Prudently Steady

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

December 12, 2019
The Value in Small-Cap Value

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 26, 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 31, 2019
Assessing the Future

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

October 31, 2019
A Tale of Two Markets

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

September 20, 2019
A Little More Insurance

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

August 22, 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.

August 1, 2019
More Candy, Please!

Did the Fed's Rate Cut Satisfy Investors' Sweet Tooth for More Easing? Informational commentary from Pacific Asset Management, manager of Pacific Funds Fixed-Income Funds.

June 21, 2019
A Virtuous Fed

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

June 14, 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.

May 2, 2019
A Strong Neutral

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

April 18, 2019
The Empathetic Fed

Expectations now call for zero rate hikes in 2019, with a greater chance of a rate cut than a hike per market projections.

March 21, 2019
A Dovish Spring

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

February 7, 2019
Just a Little Patience

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

December 21, 2018
As Expected, but Not as Hoped

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

November 20, 2018
Portfolio Manager Viewpoints

Pacific Funds Portfolio Managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy until the end of 2018.

November 15, 2018
Heat Check: Investors Rethink Market Leadership

Recent market volatility can be attributed to several factors but we believe the economic prospects remain positive.

November 9, 2018
Fed Stays the Course Despite “Red October”

The portfolio managers of Pacific Funds Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.

November 7, 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.

June 8, 2018
Staying the Course: Rothschild’s Investment Methodology

Pacific Funds portfolio managers discuss how they were able to “stay the course” during the market volatility in early 2018.

March 11, 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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