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Investment Management
The art of actively managing interest rate risk
With the low interest rate era behind us, an active approach is more critical than ever.
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Investment Management
How should you anchor your portfolio?
Amid global uncertainty, are global bonds the solution to combating market volatility?
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Investment Management
Fixed Income Strategy: The Playbook
With higher yields yet an recession on the horizon, how should fixed income strategies adapt?
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Investment Management
Is the US housing market rebounding?
PIMCO analysis of data gives reason for optimism in the US housing market - but is it enough to overcome the obstacles facing the industry?
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Investment Management
Is it time to diversify your diversifiers?
PIMCO highlights that investors are “diversifying their diversifiers” and embracing new strategies that can improve the robustness of their portfolios.
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Investment Management
From Distress to Opportunity in Real Estate
Has the market stress experienced in 2023 created an opportunity for real estate investors?
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Investment Management
US debt ceiling – Should investors be worried?
There are risks and opportunities surrounding the US debt ceiling debate - should investors be worried?
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Investment Management
Are we coming to the end of Fed rate hikes?
New data reaffirms that the US Federal reserve could be coming close to the end of its rate hiking cycle.
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Investment Management
Bonds: The Comeback Kid of Investing
After years of underperformance relative to equities, have bonds now made a comeback?
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Investment Management
Fed and Treasury won't come to the rescue
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
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Investment Management
European banks: steadying the ship?
A week on from the collapse of Silicon Valley Bank in the US, all eyes are on Europe with the merger of UBS following its takeover of Swiss rival Credit Suisse.
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Investment Management
When markets twist and turn, flex your fixed income
Five bond strategies to help investors navigate evolving markets.
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