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 Fund Update: Poised for Resilience and Potential Price Appreciation We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken.
Strategy Spotlight Income Fund Update: Attractive Yields, Resilient Returns We see compelling value in high quality, liquid fixed income assets that may offer potential resiliency if the economy weakens.
Strategy Spotlight Income Fund Update: Building Resilience and Harnessing Yield in High Quality Assets Despite economic uncertainty, we see compelling value in high quality, liquid assets that we view as more resilient in the face of a potential recession.