Portfolio Pit Stop: Recent Episodes
Pacific Life Fund Advisors
“Portfolio Pit Stop” looks under the hood of today’s global markets to identify and analyze hazards as well as opportunities for diversified portfolios. Hosts: Max Gokhman, head of asset allocation, and Jordan Fettman, director of portfolio construction and manager research, at Pacific Life Fund Advisors. (Pacific Select Distributors, LLC, member FINRA and SIPC.)
We recently talked with Joel Holsinger—partner, portfolio manager and co-head of Alternative Credit at the Ares Credit Group—about the link between demographics and long-term economic growth and how the U.S. will likely stay in a deflationary environment as long as birthrates keep falling.
Guest Jingdong Hua, vice president and treasurer of the World Bank, explains the butterfly effect of interest rates. When the Fed or European Central Bank flap their wings and lift low interest rates to prevent inflation, it could create tsunamis for emerging nations’ economies.
Guest Karsten Jeske, chief economist at Valravn Capital, discusses why massive debt issuance and extended loose monetary policy may still be insufficient to generate persistently high inflation, as well as what assets could deliver protection in case he is wrong.
How investors can ascertain the ESG bona fides of companies, industries and investment strategies. Guest: Lily Bowles, head of ESG research at Pacific Asset Management.