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

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.

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.