Featured White Papers from Pacific Funds
P.O. Box 9768
Providence, RI 02940-9768
(800) 722-2333, option 2
Pacific Funds is a family of mutual funds designed for growth, income generation, or diversification that is headquartered in Newport Beach, California. Our goal is to maintain high-quality service standards for our shareholders and for financial advisors. We are committed to providing quality products and service to help meet your financial goals.
June 18, 2019
Investors have become increasingly concerned about the sharp rise in BBB rated corporate debt, and it’s easy to see why. BBB debt has risen over 200% since 2008 and represents about 50% of the investment-grade corporate market’s debt.
May 01, 2019
Expectations now call for zero rate hikes in 2019. We explore an unconventional decade and discuss the drivers of future rate decisions.
December 04, 2018
As fixed-income markets are constantly changing, Pacific FundsSM Strategic Income (the Fund) has the ability to adapt to these changing environments. The Fund’s investment team seeks opportunities across an array of securities including: high-yield bonds, investment-grade corporate bonds, Treasuries, floating-rate loans, and equities. Pacific Funds Strategic Income Portfolio Manager Brian Robertson discusses the process and philosophy behind the Fund.
November 09, 2018
Pacific FundsSM Strategic Income Portfolio Manager Brian Robertson discusses the portfolio management team’s investment process and philosophy.
September 01, 2018
Pacific FundsSM portfolio managers discuss how they were able to “stay the course” during the market volatility in early 2018.
August 01, 2018
Given an improving global growth story and rising asset prices, what do we expect for the remainder of 2018? In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market for the rest of the year.
May 03, 2018
With current yields for high-yield bonds and floating-rate loans nearly equal, investors give up little income potential to move higher in the capital structure with loans, which helps reduce downside risk and volatility in their portfolio. The portfolio managers of Pacific Asset Management, manager for Pacific Funds ℠ Fixed-Income Funds, discuss how to navigate these markets.
April 04, 2018
In recent years, the retail industry has experienced major shake-ups in regard to shifting business models, including the increasing popularity of e-commerce. Businesses that rely on revenue exclusively from physical stores—once the all-important showrooms for goods and services—have not only become less relevant, but also less efficient from a cost perspective.
March 01, 2018
In recent years, the retail industry has experienced major shake-ups, including the increasing popularity of e-commerce. But the rise in e-commerce has not impacted all retail sectors equally. To understand the implications of this shift, we interviewed the portfolio managers of Rothschild Asset Management Inc., subadvisor for Pacific Funds℠ U.S. Equity Funds.
January 01, 2018
Are low levels of volatility and continued growth sustainable? In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market in 2018.
December 07, 2017
While investing solely in a small-cap core strategy can provide a set-it-and-forget-it approach, those who believe in rebalancing or taking tactical views may prefer both small-cap value and small-cap growth strategies.
November 01, 2017
Given relative-value considerations and the potential for a return of volatility, bank loans may serve as a strong complement to other risk factors in an overall diversified portfolio. In this article, Pacific Funds portfolio managers, JP Leasure and Michael Marzouk, discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.
September 01, 2017
Pacific Funds portfolio managers discuss the current market environment, fiscal and regulatory policy, and their broad positioning for the second half of 2017.
July 05, 2017
Uncertainty was a major theme in the first half of 2017, which had a pronounced impact on the financial markets. In times like these, it’s important to work with investment managers who are experienced at navigating these markets. Pacific FundsSM investment managers discuss insights, themes, and trends that may shape the market in the remainder of 2017.
June 01, 2017
The post-U.S. presidential election environment has seen a sharp rally in risk assets and economic optimism. In this note, David Weismiller, portfolio manager for Pacific Asset Management’s investment-grade bond strategies, discusses the market environment and current investment positioning.
April 03, 2017
Will markets be able to climb the wall of optimism given the recent surge in consumer and business confidence driven by the policy actions of the new U.S. president's administration? Pacific Funds portfolio managers discuss market sentiment, potential economic growth, and their outlook for the balance of 2017.
February 28, 2017
President Trump’s campaign promises may have important implications for the economy and the stock market. In this Q&A, our U.S. equity investment professionals discuss how the first 100 days of the new administration may impact the market.
February 01, 2017
Uncertainty was a major theme in 2016, which had a pronounced impact on the financial markets. In times like these, it’s important to work with investment managers who are experienced at navigating these markets. In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market in 2017.
January 10, 2017
Investing for the long term is not a new concept, yet an increasingly large body of research suggests that investors are prone to short-term thinking. Although behavioral finance has identified the importance of taking emotion out of investing, for many this is easier said than done. While behavioral modifications can help, we believe that a risk-controlled investment approach can help limit rash decisions, while keeping investors focused on the long term.
October 13, 2016
How can the Fed uphold a dual mandate while recognizing the interdependence of global policies, economies, and financial conditions? Pacific Funds portfolio managers assess the new conundrum that Federal Reserve Board Chair Janet Yellen is facing and what it means for the remainder of 2016.
For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050