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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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Investment Management
The Concentric Circle: Finding fixed income returns in 2023
Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling.
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Investment Management
Dan Ivascyn on an ‘exciting time’ for fixed income
Hear from PIMCO’s group CIO and colleagues on the prospects for fixed income in 2023, including how to navigate a declining housing market.
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Investment Management
The strong case for active management in high yield bonds
An active approach allows for security selection and nimble positioning.
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Investment Management
The case for a strategic allocation to high yield bonds
Hybrid characteristics provide attractive risk/reward profile.
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Investment Management
Inflationary forces set to overpower disinflationary trends
The post-GFC environment of low rates appears to be over.
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