Stable Income for Shifting Markets
Why Now?
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More Insights
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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.
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.
Systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
Active Management Comes for Private Credit
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
3 Bond Myths Dispelled
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Unlocking durable income through discipline, active value creation, and local insight
Portfolio managers Rob Mead and Philippe Bodereau discuss how Australian investors can replace bank hybrids in their search for alternative income sources.
Today’s Opportunities in Global Banks
Philippe Bodereau, Portfolio Manager and Head of Credit Research, Europe, highlights the opportunities he’s identifying across the global banking sector to generate attractive income.