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Investment Management
Fixed Income: Three key messages for investors
The decision that managers of strategic bond funds need to take is not simply whether to increase or decrease the fund’s high-yield beta or its duration: stock selection matters once again.
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Investment Management
The graph that highlights the opportunity in high yield
How do you allocate within the market?
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Investment Management
Time to say goodbye... to money market funds
Investors risk leaving money on the table.
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Investment Management
What's driving the rise in bond yields?
Rising term premia has driven the increase in global bond yields.
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Investment Management
Liquid alternatives have come back to earth, so what's next?
Funds that can exploit both rising and falling markets tend to stand out during the latter scenario.
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Investment Management
Can high quality bonds offer equity-like returns?
It's an attractive time to be adding to high quality fixed income for equity-like returns with lower volatility.
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Investment Management
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
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Investment Management
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on global growth and resist central bank attempts to control inflation.
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Investment Management
Are bond investors in the optimistic zone?
Hard landing, soft landing - or even no landing. What do these possible economic scenarios mean for bond investors?
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Investment Management
Q&A: navigating credit markets today
Starting yields are the highest they’ve been in more than a decade.
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Investment Management
Taming economic Cerberus through dynamic fixed income
Recession, no recession, or somewhere in the middle, fixed income offers opportunities for all three outcomes.
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Investment Management
Green bond investing across credit
PIMCO's latest views on green bond investing in credit.
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