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

Fiscal Policy To The Forefront

July, 2017|Categories: Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|

Business sentiment has remained high, pushing many asset valuations to less attractive levels.

Portfolio Manager Viewpoint – Credit Markets

April, 2017|Categories: Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|

The post-election environment has seen a sharp rally in risk assets and economic optimism.

Climbing the Wall of Optimism

February, 2017|Categories: Interest Rates, Manager Viewpoints, Newsletter|

Business sentiment has surged post election.

Twelve for ’16 – Navigating the Credit Markets

January, 2017|Categories: Bank Loan, High Yield, Interest Rates, Investment Grade, Manager Viewpoints|

2016 experienced the strongest returns for credit since 2009.

The New Conundrum

September, 2016|Categories: Interest Rates, Manager Viewpoints, Newsletter|

Today’s conundrum is how the Fed upholds its dual mandate.

Portfolio Manager Viewpoint — Bank Loans

June, 2016|Categories: Bank Loan, Newsletter|

Bank loan portfolio managers discuss the market environment.