Strategy Spotlight Income Strategy Update: Investing Amid Inflation Concerns and Lower Yields We look across global bond markets to build a resilient and flexible portfolio.
With global growth rebounding amid uncertainties over inflation and COVID-19 variants, investors may want to consider a somewhat more cautious and flexible approach when seeking a consistent yield. Here, Dan Ivascyn, who manages PIMCO Income Strategy with Alfred Murata and Josh Anderson, speaks with Esteban Burbano, fixed income strategist. They discuss PIMCO’s economic and market views along with current portfolio positioning.Q: What are PIMCO’s high-level views on markets in 2021, including trends in interest rates, valuations, and liquidity, and what are the key investment implications? To Read the Full Article Log In Or Register
Strategy Spotlight Income Strategy Update: Opportunities Ahead Rising yields, wider spreads, and heightened market volatility are providing an attractive environment, but caution in credit selection is warranted.
Strategy Spotlight Income Strategy Update: Investing in Volatile Times As tragedy unfolds in Ukraine and the world unplugs Russia from the financial system, market volatility has surged. Here are takeaways for investors.
Strategy Spotlight Income Strategy Update: Positioning for Volatility and Interest Rate Uncertainty in 2022 As uncertainty pervades the markets, we are positioning defensively, increasing liquidity and remaining nimble in an effort to generate income amid bouts of heightened volatility.