Insights

November 20, 2020
U.S. Treasury Secretary Steven Mnuchin recently (and unexpectedly) announced that several Federal Reserve (Fed) lending programs—enacted in response to COVID-19 economic impacts—won’t be extended beyond year’s end.
November 11, 2020
The blue shift in the White House may signal added trouble for Big Tech companies.
November 9, 2020
Perspectives on the most recent Federal Open Market Committee meeting.
October 1, 2020
Insights into how five COVID-19-impacted sectors are performing—and what the future may hold.
September 17, 2020
Perspectives on the most recent Federal Open Market Committee meeting.
August 10, 2020
Why there’s still value in a value allocation.
July 30, 2020
Perspectives on the most recent Federal Open Market Committee meeting.
June 11, 2020
Perspectives on the most recent Federal Open Market Committee meeting.
June 10, 2020
In today's market, we believe bank loans provide an attractive opportunity.
June 2, 2020
Income-focused stocks can complement portfolios during market downturns.
May 21, 2020
For investors searching for yield in volatile markets, corporate credit may be the answer.
April 1, 2020
Liquid alternatives have not bested bonds on most key measures.
March 30, 2020
Fed backstop rescues market … for now
March 17, 2020
Solve the health crisis, solve the economic crisis.
March 16, 2020
At its core, this is a health crisis feeding an economic crisis and leading to a developing liquidity crisis.
March 13, 2020
Amid panic, liquidity concerns have now taken hold.
March 12, 2020
Credit is weak, but it doesn't mean the companies we lend to are.
March 11, 2020
A balanced portfolio can help smooth the path to your financial goals and avoid market-timing detours.
March 9, 2020
In volatile times, remember your time horizon, follow facts not feelings, and reposition gradually.
January 31, 2020
There may be a favorable relative-value advantage for floating rate loans over high-yield bonds in the near term.
January 31, 2020
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
December 13, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
November 26, 2019
Over the past 40 years, small- to mid-cap (SMID-cap) stocks have outperformed small- and large-cap equities in both bull and bear markets.
October 31, 2019
Divergence in today’s high yield market can be challenging, but also provides opportunity.
December 21, 2018
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
June 8, 2018
Pacific FundsSM portfolio managers discuss how they were able to “stay the course” during the market volatility in early 2018.
November 7, 2018
Pacific FundsSM Strategic Income Portfolio Manager Brian Robertson discusses the flexibility of Pacific Funds Strategic Income and what sets the investment process apart from peers.
November 9, 2018
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
November 15, 2018
Recent market volatility can be attributed to several factors but we believe the economic prospects remain positive.
November 20, 2018
Pacific Funds Portfolio Managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy until the end of 2018.
February 7, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
March 21, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
April 18, 2019
Expectations now call for zero rate hikes in 2019, with a greater chance of a rate cut than a hike per market projections.
May 2, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
June 14, 2019
Portfolio Managers David Weismiller and Ying Qiu share insights into what’s happening in the BBB space and the impact to investors.
June 21, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
August 1, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
August 22, 2019
Tina Jones from Rothschild & Co Asset Management US Inc., the subadvisor for the Pacific Funds U.S. equity funds, gives her views on the impact of tariffs on domestic small-cap stocks and what the future may hold.
September 20, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.
October 31, 2019
The portfolio managers of Pacific FundsSM Fixed-Income Funds share their perspectives on the most recent Federal Open Market Committee meeting.