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
December 17, 2020
A look at what may lie ahead in 2021 for the economy, Federal Reserve, and markets. Guests: Brian Robertson, portfolio manager at Pacific Asset Management, and Max Gokhman, head of Asset Allocation at Pacific Life Fund Advisors.
December 1, 2020
An in-depth discussion with Evercore ISI analyst Umer Raffat on the coming COVID-19 vaccines, including trials, safety, distribution, and a possible timetable for normalcy. Umer heads Evercore ISI’s large-cap therapeutics research and was inducted in 2020 to the Institutional Investor’s All-America Research Team Hall of Fame.
November 18, 2020
Continuing the discussion with lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life. Their thoughts on what to expect from a Biden administration, the post-Trump GOP, and the fate of political centrists vs. the right and left wing.

November 12, 2020
Dissecting the 2020 election: Surprises, trends, and what’s next. Guests: Lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.
October 28, 2020
Detailing the seismic shifts in the retail sector and what the future may hold. Guest: Ron Rangel, retail analyst for Pacific Asset Management.
October 2, 2020
Ways to combat the deflationary beast … but what happens if it wins?

September 18, 2020
The U.S. continues to fight a foe that has defeated Japan and is winning in Europe.
September 9, 2020
A deep dive into Tesla, plus the art of credit research.
August 28, 2020
Insights on pandemic-impacted real estate and underwriting credit.

August 12, 2020
Today’s pandemic-impacted markets highlight, like never before, the importance of credit.

U.S. Equity
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.

A short video explaining how Portfolio Optimization Funds help provide the opportunity to expand your business.