FJNK News and Press, Pacific Global Focused High Yield ETF

Summary Global bond markets have been rattled in 2022 by central banks’ aggressive policy pivot to address persistent inflation. The Fed is trying to drive economic growth lower and take the pressure off inflation by reducing demand through higher interest rates — an...

Summary Until the war is over and energy markets have normalized, it is hard to put a floor on the euro, as the situation can deteriorate rather quickly. Further rate hikes by the Fed and aggressive QT will put more upside pressure on the dollar and more downside pressure on the e...

Summary Rising prices continue to confound expectations that slowing global growth will ease inflation pressures. Financial market turbulence may be here to stay for some time. The ability to rebalance negatively correlated assets helps generate income and potential return whi...

Summary Last week brought the third consecutive 75-basis point rate hike from the U.S. Federal Reserve. The week also brought more signs of this rapid hiking cycle reverberating worldwide. We think credit spreads can offer a remunerative and relatively calm haven amid the vola...

Summary Although consumers are benefiting from robust labor markets and strong balance sheets, they appear reluctant to buy high-cost durable goods. A key to navigating inflation risk is understanding its relationship with asset class returns. Historically, high-inflation episodes...

Summary As we start the third week of September, with the US Fed’s much-telegraphed rate hike on Wednesday (+.75 with some 30% betting odds of a full percent!), markets are peaked. To date, Canada’s TSX -13% is just a quarter through the price correction experienced ...

Summary The first half of the year saw GDP contract slightly and GDI expand slightly, and I interpret that as little to no growth. The money market futures I follow and the market based models I track all put the peak in rates somewhere between March and June of next year. I d...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary A global multi-sector approach can deliver much more than just international diversification. If investors are willing to expand their horizons, in our view, they stand a much better chance of meeting their investment goals. No single fixed-income sector can dominate year ...

Summary Despite a rough first half of 2022, bonds still have an important role to play in your portfolio, offering potential income, diversification, and capital preservation. After adjusting to the Fed’s rate hikes, short-term corporate bonds may now offer potentially high...