Pacific Asset Management is committed to participating in a thoughtful and candid dialogue with the institutional investment community.
Portfolio Manager Viewpoints – Defensive Yield
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
Our twelve charts for 2017, a year in which almost everything “worked”.
Floating Rate Once Again
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
Business sentiment has remained high, pushing many asset valuations to less attractive levels.
Portfolio Manager Viewpoint – Credit Markets
The post-election environment has seen a sharp rally in risk assets and economic optimism.
Climbing the Wall of Optimism
Business sentiment has surged post election.