Blog Finding Opportunity Amid Uncertainty Group CIO Dan Ivascyn discusses the opportunities in fixed income markets amid an uncertain investment environment.
Group CIO Dan Ivascyn discusses the sectors and asset classes that may offer attractive value in today’s uncertain investment environment. For further insights into our views across asset classes, please read our Asset Allocation Outlook, “Building Resiliency Amid Uncertainty” READ NOW
Viewpoints What China’s Odyssey Towards “Common Prosperity” Means for Portfolios China’s regulatory crackdown focuses on specific sectors. Market volatility will likely be temporary, and long-run prospects for active investors remain robust.
Blog Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Investment Strategies PIMCO Flexible Emerging Markets Income Fund (EMFLX): Searching for Yield Where Others Don’t The industry’s first emerging markets debt interval fund can invest outside the mainstream.Footnote1
Blog Fed Policy Amid Elevated Inflation Concerns Elevated risks to inflation expectations appear to have prompted Federal Reserve officials to revise their policy rate hike projections higher.
Municipal Monthly Monthly Municipal Market Update, August 2021 A brief monthly update on what's happening in the municipal bond market.
Viewpoints A Phased Market Recovery as Liquidity and Fundamentals Return The COVID-19 pandemic pummeled financial markets, but liquidity and fundamentals are coming back.
Blog Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Blog China Property Sector Remains Robust Despite Policy Headwind While the market should remain relatively stable this year, we are monitoring three themes that could have a significant impact over the longer term.