By Tiffany Wilding | Sep 14, 2018 Retail Dip Weighs on U.S. Core CPI Inflation U.S. core CPI inflation lagged expectations in August, breaking from the recent trend of generally upward surprises from various wage and price reports.
By Daniel J. Ivascyn | Sep 13, 2018 Global Trade Tensions and Uncertain Markets Group CIO Dan Ivascyn discusses how uncertainties surrounding global trade policy are one factor driving market volatility in the months and years to come, and offers ideas for investors in this environment.
By Andrew T. Wittkop | Sep 12, 2018 Quick Takes: Why Short-Term Bonds Are Especially Defensive Today Andrew Wittkop, executive vice president and portfolio manager, discusses the merits of short- duration strategies for investors concerned about rising interest rates and increased volatility.
By Mihir P. Worah | Sep 07, 2018 Asset Allocation Views: Late-Cycle Investing Risk is rising late in the cycle. How should investors respond?
By Cathy Stahl | Sep 04, 2018 Women’s Economic Power Is Expanding – Is Investment Management Keeping Pace? 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.
By Joachim Fels | Aug 29, 2018 Powell and the Fed Face ‘Dollar Doom Loop’ Dilemma The U.S. central bank is damned either way as it faces a choice on a September rate rise.
By Tiffany Wilding | Aug 27, 2018 The Uncertainty Principle: Fed Weighing Policy Risks Federal Reserve Chairman Jerome Powell’s remarks at the annual Jackson Hole Symposium emphasized several important uncertainties about the structural aspects in the U.S. economy that greatly complicate the central bankers’ medium-term job of setting monetary policy.
By Jerome M. Schneider, Kenneth Chambers | Aug 23, 2018 Updating Cash and Short-Term Portfolios: Why Replay That CD? 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.
By Gavin Power | Aug 14, 2018 United Nations: Creating a New Hub for Sustainable Investment Deals 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.
By Tiffany Wilding | Aug 13, 2018 U.S. Core Inflation Increases Due to Metals Costs, Tariffs The increase in inflation reinforces our view that the Fed will continue its gradual pace of interest rate hikes.
By Sachin Gupta, Olivia A. Albrecht | Aug 09, 2018 The Global Bond Paradox: How Hedging Can Enhance Low Local Yields Despite low bond yields in many countries outside the U.S., hedged yields may be quite attractive for U.S. dollar-based investors.
By Lupin Rahman | Aug 07, 2018 ESG Integration and Engagement: South Africa Sovereign Credit Our experience in assessing South Africa’s sovereign credit shows how active engagement and thorough ESG analysis helps shape portfolio strategy.
By Libby Cantrill, Tiffany Wilding | Aug 07, 2018 Could Trade Turmoil Be an Economic Spoiler for the U.S.? Overall, we believe the administration’s recent trade policies and proposals pose a negative risk to our U.S. economic outlook over the cyclical (six- to 12-month) horizon, while the longer-term impact is less certain.
By Tiffany Wilding | Aug 01, 2018 Fed Meeting: Important Details to Come? The meeting minutes due in a few weeks will likely shed light on the Fed’s longer-term framework for implementing monetary policy.
By Jerome M. Schneider | Jul 30, 2018 5 Reasons to Like the Front End of the Yield Curve We believe the front end of the U.S. bond market may provide investors a good balance of liquidity, capital preservation and income in a rising rate environment.
By Nicholas J. Johnson | Jul 27, 2018 Gold Outlook Brightens Ultimately, we think the sell-off will prove transient and that the relationship of real yields to gold observed over the past decade will prevail.
By Joachim Fels | Jul 25, 2018 Fed Up With the Fed: What It Means for the U.S. Dollar President Trump has opened a new front in the cold currency war.
By John M. Devir, Danny Seth | Jul 23, 2018 FERC Change in Stance Is Positive for Oil and Gas MLPs The modified ruling triggered sharp rebounds for the names hurt most by FERC’s March policy announcement.
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Aaditya Thakur Aditi Gupta Alex Petrone Alfred T. Murata Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Benjamin Strom Beth MacLean Cathy Stahl Christian Stracke Daniel H. Hyman Daniel J. Ivascyn Danny Seth David Hammer Ed Devlin Eve Tournier Francesc Balcells Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Graham A. Rennison Greg E. Sharenow Harin de Silva Helen Guo Hozef Arif Isaac Meng Ismael Orenstein James Moore Jamil Baz Jeff Helsing Jeremie Banet Jeroen van Bezooijen Jerome M. Schneider Joachim Fels John M. Devir John Murray John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kenneth Chambers Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Ryan Libby Cantrill Loren Sageser Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael A. Gomez Michael Althof Michael Brownell Michael Connor Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Niamh Whooley Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ronald Jin Sachin Gupta Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Steve Sapra Taosha Wang Tiffany Wilding Tomoya Masanao Tony Crescenzi Vicky Zhao Vinicius Silva Yacov Arnopolin Yishan Cao
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