Secular Outlook

Opportunities in Global Credit

As major central banks pursue accommodative monetary policy, private sector fundamentals improve and technical factors continue to support the fixed income markets, we are constructive on credit. We identify four regions where select industries and companies may be best positioned for growth over the next three to five years.

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Viewpoints

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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