Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty

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Featured Insights
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Systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
Active Management Comes for Private Credit
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
3 Bond Myths Dispelled
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Unlocking durable income through discipline, active value creation, and local insight
Explore insights on the neutral rate and rising term premium, highlighting the impact on U.S. Treasury Yields, risk compensation, and strategic duration positioning with market and economic charts.
Fed Policymakers: Split Decision
We expect the Fed will resume gradual interest rate cuts later this year, depending on U.S. labor market trends.
Charting Public Debt With Peder Beck-Friis
Peder Beck-Friis, an economist at PIMCO, charts rising government debt and its implications for the U.S. dollar and longer-term Treasury yields.
4 Themes Defining Bond ETF Investing Today
New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.