Consider how global mega forces are impacting portfolios
This week the U.S. government shutdown became the longest in history. Amid the scarcity of official data, investors have relied on private reports for signals on the economy, reacting negatively to...
Discover how global real estate investment strategies can adapt to today’s economic volatility, shifting demographics, and rapid technological change.
In October 2025, the Japanese market extended its rally for the seventh month in a row, with both the TOPIX and Nikkei 225 reaching record highs amid optimism over the new Takaichi cabinet, expansi...
As societies age, investor preferences will shift towards stable income over capital appreciation, reshaping portfolio construction.
In this Video Update, Freddie Streeter, Head of Multi-Asset Solutions, is joined by Pacific’s Chief Investment Officer and Portfolio Manager, Will Bartleet, and Will Thompson, Chief Sustainability...
Sustainability and value investing have not always been seen as natural bedfellows. Historically, most sustainable strategies have focused on the high-growth areas of the market – the remit of inno...
Earlier this year, New Zealand reversed a self-imposed ban on offshore oil and gas exploration begun in 2018 and is now allowing companies to apply for new licenses. Frankie Hulbert, an S&P Global...
AI-related spending keeps growing, but are investors being compensated for the risks? Discover how prior investment booms offer clues on how the current cycle might unfold. (6 min read)
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