Insights

The fixed-income market continues to be plagued by themes such as interest-rate volatility and low levels of global yields. How can investors maneuver around the risks inherent in these themes? Pacific FundsSM Short Duration Income is designed to seek current income with protection against sudden or large interest-rate changes.

Economic and Market Commentary
October 28, 2020
Detailing the seismic shifts in the retail sector and what the future may hold. Guest: Ron Rangel, retail analyst for Pacific Asset Management.
October 2, 2020
Ways to combat the deflationary beast … but what happens if it wins?
September 18, 2020
The U.S. continues to fight a foe that has defeated Japan and is winning in Europe.

September 9, 2020
A deep dive into Tesla, plus the art of credit research.
August 28, 2020
Insights on pandemic-impacted real estate and underwriting credit.
August 12, 2020
Today’s pandemic-impacted markets highlight, like never before, the importance of credit.

U.S. Equity
Many investors allocate their U.S. equity holdings among both large-cap stocks for their relative stability, and small-cap stocks for their expectational upside, which refers to the potential for companies to significantly outperform market expectations over the long term. But what happens to the opportunity offered by small-caps when they become mid-caps?
Introducing the people, process, and philosophy of Rothschild & Co, the subadvisor to Pacific Funds U.S. Equity Funds.

Fixed Income
Join Pacific Funds Fixed Income portfolio manager David Weismiller and senior managing director Dominic Nolan as they discuss the investment approach for Pacific Funds Core Income.
Introducing the people, process, and philosophy of Pacific Asset Management, manager of Pacific Funds Fixed-Income Funds. Learn more about what sets us apart.
Join Pacific Funds Fixed Income portfolio managers JP Leasure, Michael Marzouk, and senior director of business development Michael Spitler as they discuss the case for bank loans.