Pacific Asset Management is committed to participating in a thoughtful and candid dialogue with the institutional investment community.

BBB Bubble?

May, 2019|Categories: Bank Loan, Interest Rates, Manager Viewpoints, Newsletter, Strategic Corrections|

Investors have become increasingly concerned about the sharp rise in BBB-rated corporate debt, and it’s easy to see why.

The Empathetic Fed

April, 2019|Categories: Bank Loan, Interest Rates, Manager Viewpoints, Newsletter, Short Duration|

Expectations now call for zero rate hikes this year, we explore how we arrived here and frame the drivers of future rate decisions.

Twelve for ‘18

January, 2019|Categories: Manager Viewpoints, Newsletter|

2018 was a year in which risk was on... until it wasn’t. The last quarter of 2018 wiped away the gains, and memory, of the first nine months of the year.

Portfolio Manager Viewpoints – Defensive Yield

November, 2018|Categories: Bank Loan, High Yield, Interest Rates, Manager Viewpoints|

Bank Loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy into the end of 2018.

Twelve for ‘17

December, 2017|Categories: Manager Viewpoints, Newsletter|

Our twelve charts for 2017, a year in which almost everything “worked”.

Floating Rate Once Again

September, 2017|Categories: Bank Loan, Interest Rates, Manager Viewpoints, Newsletter|

Bank loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.