By Giang Bui, Harin de Silva, Kristofer Kraus | Mar 29, 2018 Paradigm Shift: What Risk Retention Repeal Would Mean for the CLO Market If a recent U.S. court ruling stands, as many expect, it could increase potential opportunities for investors in collateralized loan obligations (CLOs).
By Mike Amey, Niamh Whooley | Mar 29, 2018 Issuer Engagement Is Crucial to the Future of Sustainable Investing We believe that successful engagement can reduce credit risk, unlock value and influence positive impact.
By Joachim Fels | Mar 28, 2018 The Beginning of the End? Key Takeaways From PIMCO’s Cyclical Outlook Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO’s quarterly Cyclical Forum held earlier this month.
By Tiffany Wilding | Mar 21, 2018 Fed Outlook: Headwinds Shift to Tailwinds, But Pace of Hikes Still Gradual It’s important to view the FOMC’s forecast update within the broader context of a still-low neutral policy rate.
By Isaac Meng | Mar 19, 2018 Inflation Rebound Signals China Is No Longer a Source of Global Disinflation In addition to China’s latest CPI, other signs point to sustained inflation in the country over the next year.
By Julie P. Callahan, Alex Petrone | Mar 19, 2018 What the MSRB’s Markup Disclosure Rule Means for Muni Investors and Advisors The pending rule is likely to spur greater dialogue around the costs associated with retail municipal bond transactions.
By Libby Cantrill, Tiffany Wilding | Mar 15, 2018 Trump, Tariffs and Trade: Three Takeaways for Investors We believe the trade actions with the most significant potential economic and market impact have yet to unfold.
By Mihir P. Worah | Mar 15, 2018 Where to Invest on the Yield Curve in 2018 Mihir Worah, PIMCO’s CIO of asset allocation and real return, discusses what kind of government bonds look most attractive and where the firm is concentrating investments on the yield curve in 2018.
By Geraldine Sundstrom | Mar 14, 2018 Overweight Equities in 2018 Despite Volatility Geraldine Sundstrom, asset allocation portfolio manager, explains PIMCO’s constructive view on equities and describes the nuances of finding value in U.S., European and Japanese equity markets in 2018.
By Tiffany Wilding | Mar 14, 2018 U.S. Core CPI Moderates in February, With Few Surprises in the Readings February’s slower core inflation was in line with expectations, following January’s bump in hospital reimbursement rates and post-holiday normalization in retail goods prices.
By Daniel J. Ivascyn | Mar 08, 2018 Finding Opportunities in Uncertain Markets Group CIO Dan Ivascyn discusses where PIMCO sees opportunities for investors in today’s markets.
By Mohsen Fahmi | Mar 08, 2018 Demystifying the Weak Dollar Puzzle Market participants have been puzzled by the decline in the U.S. dollar since the November 2016 election. Expectations over future central bank moves and short-term interest rates offer one explanation.
By Vicky Zhao | Mar 05, 2018 Diversifying Risk, and Risk-Takers, in Investment Management We believe a diversity of perspectives on an investment management team sparks innovation and uncovers the best solutions to help clients achieve their objectives.
By Mihir P. Worah, Geraldine Sundstrom | Mar 01, 2018 Asset Allocation Views: Singles and Doubles Here are our asset allocation themes for multi-asset portfolios in 2018.
By Yacov Arnopolin | Mar 01, 2018 Oil and the Uphill Road to Fiscal Balance in the Middle East Bonds from the Middle East make up an ever greater portion of emerging market debt, and how these countries adjust to their fiscal challenges will be crucial for investors.
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Alex Petrone Daniel J. Ivascyn Geraldine Sundstrom Giang Bui Harin de Silva Isaac Meng Joachim Fels Julie P. Callahan Kristofer Kraus Libby Cantrill Mihir P. Worah Mike Amey Mohsen Fahmi Niamh Whooley Tiffany Wilding Vicky Zhao Yacov Arnopolin
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