In our view, a combination of positive macroeconomic factors is likely to keep prepayment speeds higher than the market projects.

Markets don’t always take a break during the festive season.

In the search for quality, we think focusing on corporate cash balances (too often overlooked by equity investors) is especially important in today’s late-cycle market.

With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.

We see opportunities in segments of Argentina’s bond market where prices reflect the risks.

After such a prolonged period of U.S. economic growth, investors may be wondering if it’s time to take some chips off the table.

Women are transforming the global economy. The financial services industry must evolve both to better serve women investors, and to assess the impact that women’s decisions have on markets worldwide – now and in the decades to come.

Looking through your old compact disc collection can be nostalgic. Similarly, many investors with cash to invest turn to what they remember from a simpler time.

The UN Sustainable Development Goals are being embraced by the private sector – a trend likely to foster compelling opportunities for investors focused on environmental, social and governance (ESG) factors.

Our experience in assessing South Africa’s sovereign credit shows how active engagement and thorough ESG analysis helps shape portfolio strategy.

The U.S. dollar has lately become the front-runner in the currency sweepstakes, but we believe the currency Triple Crown will likely prove elusive in 2018.

With BB spreads at relatively attractive levels, we believe it’s time to reconsider this overlooked area of high yield credit.

Most international equity strategies are unhedged, which generally benefits U.S. investors in periods of dollar weakness but creates a headwind for returns when the dollar is strengthening.

Short-term yields look much more attractive than many stock dividends and longer-dated fixed income instruments.

One important objective for PIMCO’s ESG (environmental, social and governance) initiative is to incorporate the UN SDGs into our engagement activity as a framework for focus, accountability and ultimately measuring impact.

Economic growth and moderating political views may allay concerns.