Core Bond Strategies
The Power of Global Bonds
Andrew Balls, CIO Global Fixed Income, shares why global bonds are compelling today. With PIMCO’s global presence and local expertise in navigating market cycles, explore how high-quality global bonds can offer stability, diversification, and attractive returns amid market uncertainty.
With rates on the way down, bonds present Australian investors with attractive opportunities for 2025 and beyond.
In Jackson Hole, Chair Powell Hints at Near-Term Rate Cuts and Reiterates Long-Term Approach
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
Portfolio Manager Adam Bowe explains why now is a fantastic time for investors to capture opportunities across the global fixed income universe and hedge portfolios against heightened volatility.
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Powell Keeps Market Waiting for More Data
The Federal Reserve offered little guidance on the outlook at its July meeting, striking a somewhat hawkish tone.
Unlocking the Future of Energy Transition
Grover Burthey, Portfolio Manager, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy, discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.
Despite the RBA keeping rates on hold this month, Portfolio Manager Rob Mead discusses why we believe the cash rate will be under 3% by this time next year.