Discover the Investment Process Behind and Key Themes Driving our Pacific Playbook – 2H 2026
We’re pleased to introduce the inaugural episode of Pacific Flagship, our new quarterly podcast series designed to provide clients and investors with deeper insights into our investment philosophy, market outlook, and portfolio positioning.
In this first episode, Ben Grodski, Founder & Managing Director, sits down with John Eliopoulos, Chief Investment Officer, to discuss Pacific’s investment process and the key themes shaping our Pacific 2026 Playbook.
In this episode
Learn how Pacific approaches portfolio construction through a disciplined three-tier investment framework comprising:
- Strategic Asset Allocation
- Dynamic Asset Allocation
- Best-of-breed active manager selection
The discussion also explores Pacific’s outlook for the second half of 2026, including:
- Global economic conditions and moderating inflation
- Interest rate expectations
- Artificial Intelligence and investment opportunities
- The importance of diversification
- Opportunities in bonds and private markets
- Infrastructure and gold as potential portfolio diversifiers amid geopolitical uncertainty
At Pacific Private Asset Management, our investment decisions are underpinned by independent research, active portfolio management, and a commitment to helping clients achieve their long-term financial objectives.
General Disclosure
This material contains general advice only and does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider its appropriateness having regard to your own circumstances and obtain independent financial, legal and taxation advice.
The information is based on sources believed to be reliable; however, Pacific Private does not represent or warrant that it is accurate, complete or up to date. Opinions expressed are subject to change without notice. Pacific Private accepts no liability for any loss arising from reliance on this material.