Aristotle Funds

Analyze This

“Analyze This,” a Pacific Funds podcast, provides timely insights into the various sectors of the U.S. and global economy from Pacific Asset Management analysts. (Pacific Select Distributors, LLC, member FINRA & SIPC.)

57: Market Insights in 10 Minutes (May)

A look at recent market action; the Federal Reserve, interest-rate hikes and the economy; and opportunities in fixed income.

56: Market Insights in 10 Minutes (April)

A look at the current banking crisis, a softening economy, the Fed, and opportunities in fixed income.

55: Market Insights in 10 Minutes (March)

A look at recent market, stubborn inflation, the resilient economy, an increasingly hawkish Fed, and opportunities in fixed income.

54: Analyze This — Power Shifts in Electric Generation

Analyst Abre Kaizer of Aristotle Pacific Capital discusses recent changes in the electric-power sector, including the energy needs and infrastructure for EVs, the renewed promise of nuclear power, and obstacles to going 100% green.

53: Analyze This — The Life of a Bond Trader

Michael Lonia, head of trading for Aristotle Pacific Capital, talks about a day in the life of a trader, how trading in the bond market differs from equities, the importance of relationships, the differences between the new-issue primary and secondary markets, the trade process, trends to look for in 2023, and how bond trading has changed over the past two decades.

January 11, 2023

52: Analyze This — The Gaming Sector

Michael Long, senior analyst for Aristotle Pacific Capital, provides insights into why the gaming sector has been far from going bust.

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