Viewpoints ESG Investing and Fixed Income: The Next New Normal? We believe the bond market is uniquely suited to both benefit from and provide finance for ESG-related (environmental, social and governance) efforts.
A quiet but profound pivot is underway in the sustainable investing space – a pivot that, in our view, will reshape markets and elevate fixed income to a place of prominence within the environmental, social and governance (ESG) field.When the United Nations Global Compact launched its concept of ESG investing in 2004, the focus was decidedly on the action and tactics that international investors (especially asset management firms) could undertake as equity owners to influence the behavior of corporations in relation to sustainability issues. To Read the Full Article Log In Or Register
Blog China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk? Our stress tests show the Chinese banking sector as a whole can absorb shocks from a severe downside scenario, but mid-sized banks and contagion pose potential risks.
Blog Agency MBS: Opportunities for Alpha in a Post‑QE World Agency mortgage-backed securities (MBS) have faced unique challenges in 2022, but these challenges also create attractive new opportunities for active management.
Blog Fed Aims for ‘Modestly Restrictive’ Policy to Counter Inflation The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come.
Blog What China’s Recovering Supply Chain Means for Global Inflation Renewed growth in China’s manufacturing activity, coupled with softening developed market demand, should ease some supply-side pressures – but several other inflation risks remain prevalent.
Viewpoints The Human Factor: Using Behavioral Science to Improve Investment Decisions More optimized and rational decision-making processes can give investment committees an edge.
Blog The Human Factor: How Behavioral Science Can Improve Investment Decisions More optimized and rational decision-making processes can give investment committees an edge.
Blog Bonds for Change: Key Takeaways From PIMCO’s ESG Investing Report Active fixed income investors play a critical role in the transition to more sustainable companies and economies.
Viewpoints Engaging With Stakeholders to Reduce Methane Emissions From Oil and Gas Production Methane emissions from oil and gas production have an outsized contribution to global warming that can be reduced in cost-effective ways, helping mitigate a significant transition risk.
Featured Solutions Carbon Cap‑and‑Trade: We See a Compelling Opportunity We see attractive investment opportunities in California’s cap-and-trade carbon emissions market.