By Jerome M. Schneider | May 30, 2019 Quick Takes: Can De-Risking Portfolios Support Returns Too? For investors looking to earn income and de-risk portfolios, short-term investments may be an attractive opportunity.
By Joachim Fels, Andrew Balls, Daniel J. Ivascyn | May 29, 2019 Key Takeaways From PIMCO’s Secular Outlook: Dealing With Disruption In our latest Secular Outlook, we discuss our baseline long-term view for the global economy and share ideas for how investors can deal with disruptions. Here are the key takeaways.
By Libby Cantrill, Tiffany Wilding | May 15, 2019 The Pivot in U.S.-China Trade Policy May Herald Long-Term Tension With the U.S. and China raising tariffs on each other’s goods, we may be entering a prolonged period of trade tension.
By Scott A. Mather | May 13, 2019 ESG Investment Management: Responsibility, Research, Results We believe ESG investing no longer needs to be an either/or paradox – either financial return or sustainable development. Investors can pursue both.
By Tiffany Wilding | May 10, 2019 U.S. Core CPI Inflation: Firming Rents, Weaker Core Goods Underlie Soft April Reading Shelter inflation, which tends to be influenced by the business cycle – and is therefore a focus for the Fed – was again firm.
By Daniel J. Ivascyn | May 09, 2019 What Is the U.S. Yield Curve Signaling About the Economic Outlook? Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent.
By Steve A. Rodosky | May 08, 2019 Inflation Expectations Are Higher – and Will Probably Keep Rising We see reasons why the current monetary and fiscal policy rhetoric may support higher inflation.
By Robert Mead | May 07, 2019 Political Winds in Australia and the Likelihood of Lower-for-Longer Interest Rates Although the Commonwealth Government can borrow for 10 years at the lowest rate on record, the burden of policy support has continued to fall on the Reserve Bank of Australia.
By Jerome M. Schneider, Tina Adatia, Kenneth Chambers | May 06, 2019 Repos: A Fresh Look at a Key Driver of Short-Term Returns It’s time to pay attention to repos, the building blocks of return for many short-term strategies.
By Courtney Garcia, Jerome M. Schneider | May 02, 2019 The Future Without Libor, Part II: How Will Non-Derivative Markets Transition to Alternative Rates? As the transition away from Libor (the London Interbank Offered Rate) as the industry-preferred floating-rate benchmark continues, many investors are raising concerns about how both new and existing short-term and floating-rate instruments currently indexed to Libor will adjust when Libor is no longer available.
By Courtney Garcia, Jerome M. Schneider | May 02, 2019 The Future Without Libor, Part I: Transition Framework for Derivatives Many investors wonder what will happen in their portfolios following the retirement of Libor as the predominant floating-rate benchmark index. The derivative industry, including investment managers, is preparing for the transition, though uncertainties remain.
By Gene Frieda, Taosha Wang | May 02, 2019 India’s Post-Election Outlook: A Fine Balance A new round of reforms could help maintain the delicate balance between growth and financial prudence.
By Tiffany Wilding | May 01, 2019 Fed Evaluates Policy and Portfolio Strategy A quiet and unsurprising FOMC statement belies the important policy discussions and decisions ongoing at the Fed.
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Andrew Balls Courtney Garcia Daniel J. Ivascyn Gene Frieda Jerome M. Schneider Joachim Fels Kenneth Chambers Libby Cantrill Robert Mead Scott A. Mather Steve A. Rodosky Taosha Wang Tiffany Wilding Tina Adatia
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