Insights

The fixed-income market continues to be plagued by themes such as interest-rate volatility and low levels of global yields. How can investors maneuver around the risks inherent in these themes? Pacific FundsSM Short Duration Income is designed to seek current income with protection against sudden or large interest-rate changes.

Economic and Market Commentary
International equities may post positive U.S. dollar returns this year, but Pacific Funds portfolio manager, Max Gokhman, is paying close attention to unconventional policy tools, like negative interest rates and corporate bond purchases, which may cause the European Union some adverse side effects.
Portfolio Manager, Max Gokhman, shares his views on oil prices and the Chinese economy.

U.S. Equity
When added to a broader portfolio, an allocation to small-cap stocks can help diversify risk and increase returns over the long-run. When investors are faced with this decision, they must ask the question: value, growth, or both?
Many investors allocate their U.S. equity holdings among both large-cap stocks for their relative stability, and small-cap stocks for their expectational upside, which refers to the potential for companies to significantly outperform market expectations over the long term. But what happens to the opportunity offered by small-caps when they become mid-caps?
Introducing the people, process, and philosophy of Rothschild & Co, the subadvisor to Pacific Funds U.S. Equity Funds.

Fixed Income
Join Pacific Funds Fixed Income portfolio manager David Weismiller and senior managing director Dominic Nolan as they discuss the investment approach for Pacific Funds Core Income.
Introducing the people, process, and philosophy of Pacific Asset Management, manager of Pacific Funds Fixed-Income Funds. Learn more about what sets us apart.
Join Pacific Funds Fixed Income portfolio managers JP Leasure, Michael Marzouk, and senior director of business development Michael Spitler as they discuss the case for bank loans.

Multi-Asset
The Federal Reserve (Fed) has taken an unprecedented series of actions since the financial crisis of 2008. Now with nearly full employment and steady growth, the Fed has begun to raise the policy rate. But with over $2 trillion in excess reserves, this time the Fed’s approach will be different.
A short video explaining how Portfolio Optimization Funds help provide the opportunity to expand your business.