5: The Underestimated Monster (Part 2)
Ways to combat the deflationary beast … but what happens if it wins?
Posted October 2, 2020
Time Stamps
What’s at the core of deflation (1:49)
How to combat a deflationary monster
- Population growth (2:32)
- Technology (5:04)
- Globalization (5:55)
- Currency (8:22)
How should we be distributing currency? (12:02)
Tough policy decisions (14:05)
What if the deflation beast can’t be slain? (14:31)
Pacific Asset Management LLC is the sub-adviser for the Pacific Funds Fixed-Income Funds. The views in this commentary are as of October 2, 2020 and are presented for informational purposes only. These views should not be construed as investment advice, an endorsement of any security, mutual fund, sector or index, or to predict performance of any investment. Any forward-looking statements are not guaranteed. All material is compiled from sources believed to be reliable, but accuracy cannot be guaranteed. The opinions expressed herein are subject to change without notice as market and other conditions warrant. Sector names in this commentary are provided by the Funds’ portfolio managers and could be different if provided by a third party.
Pacific Life Insurance Company is the administrator for Pacific Funds. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.
Pacific Funds and Pacific Asset Management LLC are registered service marks of Pacific Life Insurance Company.
For financial professional use only. Not for use with the public.
Getting Credit Host:
Dominic Nolan, CFA
Senior Managing Director
Pacific Asset Management
More Podcasts
4: The Underestimated Monster (Part 1)
The U.S. continues to fight a foe that has defeated Japan and is winning in Europe.
3: Watt's Up? Tesla
A deep dive into Tesla, plus the art of credit research.
2: Keeping It Real
Insights on pandemic-impacted real estate and underwriting credit.
