As 2017 progresses and the priorities of the Trump administration take shape, the outlook for emerging markets has evolved from uncertain to promising.
Changes in index composition represent a source of potential return for active bond managers.
A series of surprises on the French political scene have fueled investors’ unease.
Many view the Dow’s rise above 20,000 as a sign of optimism about the long-term economic growth outlook for the U.S. Yet the bond market is sending a different signal.
France has issued its first sovereign green bond – a milestone for global investors who are exploring or emphasizing assets focused on ESG (environmental, social and governance) principles.
How should global investors interpret recent events in China, and what can they expect for early 2017?
The Fed’s “dot plot” moved unmistakably in the hawkish direction for 2017.
Italian banks are burdened by bad loans, but we believe the cost to revive the banking sector is manageable.
Group CIO Dan Ivascyn discusses how PIMCO’s core thesis on global interest rates remains in effect, suggesting we’re likely not seeing the beginning of a bear market in bonds.
The “No” vote has cost Italy a chance to make its political system leaner and more conducive to reforms.