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.)

November 8, 2023

63: Market Insights in 10 Minutes (November)

A look at recent market performance, accelerated economic growth, the Federal Reserve’s thinking, and opportunities in fixed income.

October 6, 2023

62: Market Insights in 10 Minutes (October)

Insights into recent market moves, the resilient economy, the Federal Reserve’s new forecast, and opportunities in fixed income.

September 12, 2023

61: Market Insights in 10 Minutes (September)

A look at recent market performance, a slowly cooling economy, Federal Reserve expectations and opportunities in fixed income.

60: Market Insights in 10 Minutes (August)

A look at recent market action, the Fed’s chances of bringing the economy in for a soft landing, the best- and worst-case scenarios for the economy, and opportunities in fixed income. Plus, a lightning round and personal reflection.

59: Market Insights in 10 Minutes (July)

A look at the Federal Reserve’s next move after pausing interest-rate hikes; the economy; consumer spending; and opportunities in fixed income.

58: Market Insights in 10 Minutes (June)

A look at the Federal Reserve’s decision to pause rate hikes; the economy; consumer spending; and opportunities in fixed income.

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.