Global Markets

Commercial vs. Residential Real Estate: Nuance and Opportunity

According to Lalantika Medema and Jason Mandinach, product managers for credit alternatives and mortgage-related strategies, commercial and residential real estate are at very different places in the business cycle. But gaps in traditional lending point to potentially attractive opportunities.

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Asian Credit: Value or Trap?

Raja Mukherji, PIMCO portfolio manager and head of Asian credit research, surveys fundamentals, technicals and valuations in the Asian credit markets and concludes that current conditions argue for more defensive positioning.

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