Featured White Papers from Pacific Funds

Pacific Funds
P.O. Box 9768
Providence, RI 02940-9768

Contact Us
(800) 722-2333, option 2
www.PacificFunds.com

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.

2018 Perspectives Mid-Year Outlook: Tailwinds, Headwinds, and Investment Implications

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.

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Loans or Bonds?

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.

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Bricks and Clicks: The Changing Nature of Retail

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.

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Bricks and Clicks: The Changing Nature of Retail

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.

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Pacific Funds Perspectives Annual Outlook

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.

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Value, Growth, or Both? A Framework for Allocating to Small-Cap U.S. Equity

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.

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Portfolio Manager Viewpoints

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.

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Fiscal Policy to the Forefront

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.

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Pacific Funds Perspectives Mid-Year Outlook

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.

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Portfolio Manager Viewpoint - Credit Markets

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.

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Climbing the Wall of Optimism

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.

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Down to Business: The Outlook for Stocks in the First 100 Days of the Trump Administration

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.

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Perspectives

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.

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Under Control: How a Disciplined Approach Can Keep Investors Focused

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.

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The New Conundrum

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.

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The Wild West of 2016

March 24, 2016

At Pacific Funds, we believe diversification will be a cornerstone to a successful outcome in 2016. Read our asset allocation experts’ outlook on various asset classes and which investment themes demand our focus throughout the year.

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For more information on submitting your thought leader White Paper contact: sales@advisorperspectives.com or (781) 376-0050