6: Retail Therapy
Detailing the seismic shifts in the retail sector and what the future may hold.
Guest: Ron Rangel, retail analyst for Pacific Asset Management.
Posted October 28, 2020
How the pandemic has impacted the overall retail sector? (1:55 )
The job outlook for the retail sector (6:39)
The outlook for store closures (8:26)
The future of shopping centers (9:55)
Is retail experiencing a “V”-shaped recovery in 2020? (11:11)
Prospects for the holiday season (14:05)
What do retail sales look like in 2021 with no stimulus (14:14)
How will 2019’s retail sales compare to 2021’s? (14:32)
What’s the retail sector going to look like coming out of the pandemic? (15:07)
What ways can smaller retailers survive? (17:06)
Lightning round: Quick answers to five pressing questions (18:48)
Pacific Asset Management LLC is the sub-adviser for the Pacific Funds Fixed-Income Funds. The views in this commentary are as of October 23, 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
Ways to combat the deflationary beast … but what happens if it wins?
The U.S. continues to fight a foe that has defeated Japan and is winning in Europe.
A deep dive into Tesla, plus the art of credit research.