Rupture and Resilience
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Macro Signposts
Hawkish-Leaning Committee, Reform-Minded Chair: Warsh’s First Fed Meeting
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Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Mohit Mittal, CIO of core strategies, and Saurabh Sud, portfolio manager, explore PIMCO’s active credit approach – how they construct portfolios, navigate market complexity, and uncover value across market environments.
Starting yields haven't looked this attractive in decades. Group CIO Dan Ivascyn and Global Economic Advisor Richard Clarida join Kimberley Stafford, global head of product strategy, to talk resilience, geopolitics, and how a 14 trillion dollar CAPEX wave could reshape opportunities for fixed income investors.
The world has shifted from unipolar to multipolar, and portfolios haven't caught up. Pramol Dhawan, head of emerging markets portfolio management, explains why emerging markets sit at the intersection of higher real yields, deeper diversification, and the AI and energy themes shaping the next cycle.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
In a world of high starting yields and rupturing economic alliances, investors who actively diversify across regions, sectors, and currencies can be better positioned to pursue durable returns.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit strategies.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Deeper capital markets are essential to the continent’s growth
As capital floods the AI buildout, a patient approach focused on deal structure, collateral, and the alignment of assets and liabilities can help investors identify worthwhile opportunities
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.