By Tomoya Masanao | Oct 23, 2017 Japan’s Election: ‘TINA’ to Abe Prime Minister Shinzo Abe’s election victory augurs well for political stability and policy continuity, which are supportive for risk markets.
By Andrew Bosomworth | Oct 20, 2017 ECB Preview: Expect Emphasis on Forward Guidance, Continued Tapering Our central expectation for the European Central Bank (ECB) meeting on 26 October is for the Governing Council to extend asset purchases by nine months at €30 billion per month to September 2018, without yet committing to a specific end date, while strengthening its commitment to keep policy rates and the balance sheet unchanged when asset purchases end next year.
By Yacov Arnopolin, Lupin Rahman, Vinicius Silva | Oct 18, 2017 Ten Investor Takeaways From the IMF/World Bank Meetings Investors point to improvements in growth, lower inflation and contracting current account deficits as evidence of emerging markets’ resilience to global shocks.
By Robert Mead | Oct 17, 2017 Australian Interest Rates: Like Watching Grass Grow We think that the Reserve Bank of Australia will, like the Fed, take a very gradual path in raising interest rates.
By Tiffany Wilding | Oct 13, 2017 Another Weak Inflation Report Won’t Help the Fed’s Dilemma Core inflation continued to run softer than expected in September, a trend that could make the Federal Reserve more cautious about hiking interest rates in December.
By Daniel J. Ivascyn | Oct 13, 2017 Targeting Alpha While Reducing Risk Group CIO Dan Ivascyn explains why investors should be a bit more defensive while still seeking to take advantage of the many sources of alpha that remain.
By Joachim Fels | Oct 12, 2017 As Good as It Gets? Three Risks to Global Growth When the macroeconomic environment is as good as it gets and valuations are tight, it is time to emphasize caution, capital preservation and diversified sources of carry away from the crowded trades.
By Richard Clarida | Oct 11, 2017 Fed on Track for December Hike but Still ‘Concerned’ About Low Inflation While many on the Fed are “concerned” about recent low inflation prints, the committee still sees itself as “removing” accommodation, not tightening policy.
By Libby Cantrill, Mike Cudzil, Daniel H. Hyman, Kent Smith | Oct 11, 2017 Will Fannie and Freddie Draw From the Treasury? Much Ado About Nothing … We believe the policy focus should be on what agency MBS investors really care about: making the government guarantee explicit.
By Lupin Rahman | Oct 10, 2017 Emerging Markets Outlook: Constructive, But for Investors the Work Begins While PIMCO’s cyclical outlook is cautious overall, our outlook for emerging markets is more constructive.
By Hozef Arif | Oct 10, 2017 Corporate Crossover Bonds in the Sweet Spot The unique attributes of corporate crossover bonds may offer solutions for investors assessing a range of objectives and risks.
By John M. Devir | Oct 05, 2017 (Not Too) Late-Cycle Positioning in an Aging Expansion We believe it’s not too late for investors to seek attractive relative value opportunities and reposition equity exposures in this aging cycle.
By Isaac Meng | Oct 05, 2017 China’s 19th Party Congress: A New Cycle? If President Xi Jinping’s power is strongly reinforced, the 19th Party Congress could be a defining moment for the next decade.
By Nicholas J. Johnson, Andrew DeWitt | Oct 04, 2017 Oil Market Shifts From Contango to Backwardation: Implications for Investors The pivot to backwardation is notable for investors for three key reasons.
By Scott A. Mather | Oct 02, 2017 How Investors Can Help Meet UN Sustainable Development Goals Two ways the investment community can make the biggest impact towards meeting the Sustainable Development Goals.
By | {{result.Date | date:'MMM dd, yyyy'}} {{result.FirmApprovalName}} Control Number: {{result.FirmApprovalCode}} | Firm Approval Expiration Date: {{result.FirmApprovalDate}} — {{result.CustomText}}
Andrew Bosomworth Andrew DeWitt Daniel H. Hyman Daniel J. Ivascyn Hozef Arif Isaac Meng Joachim Fels John M. Devir Kent Smith Libby Cantrill Lupin Rahman Mike Cudzil Nicholas J. Johnson Richard Clarida Robert Mead Scott A. Mather Tiffany Wilding Tomoya Masanao Vinicius Silva Yacov Arnopolin
April 2019 March 2019 February 2019 January 2019 December 2018 November 2018 October 2018 September 2018 August 2018 July 2018 June 2018 May 2018 April 2018 March 2018 February 2018 January 2018 December 2017 November 2017 October 2017 September 2017 August 2017 July 2017 June 2017 May 2017 April 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 August 2016 July 2016 June 2016 May 2016 April 2016 March 2016 February 2016 January 2016 December 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015