Pacific Asset Management is committed to participating in a thoughtful and candid dialogue with the institutional investment community.
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.
Twelve for ’16 – Navigating the Credit Markets
2016 experienced the strongest returns for credit since 2009.
The New Conundrum
Today’s conundrum is how the Fed upholds its dual mandate.
Portfolio Manager Viewpoint — Bank Loans
Bank loan portfolio managers discuss the market environment.
Spring Time — High Yield Bonds Rally
High yield surges, but what next.