From Cash to Curve: Rethinking Allocations as Rate Cuts Loom
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Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.
Flexing Into Global Fixed Income
Group CIO Dan Ivascyn discusses valuation advantages, U.S. dollar dynamics, and why alpha opportunities remain plentiful in a globally diversified, flexible approach.
Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.
In Jackson Hole, Chair Powell Hints at Near-Term Rate Cuts and Reiterates Long-Term Approach
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
We focus on high quality investments with compelling yields in an environment of elevated uncertainty.
In today’s markets, generating yield without sacrificing resilience is paramount. Group CIO Dan Ivascyn discusses how our income approach leverages elevated starting yields and a flexible portfolio to deliver attractive returns while managing risk.
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.
Why are actively managed core bonds attractive today? Portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.