Investment Strategies

PIMCO Total Return Update: July 2015 investment themes and performance drivers

PIMCO CIO Real Return and Asset Allocation Mihir Worah discusses the key drivers of Total Return Fund’s returns during the month of July and how the portfolio is currently positioned.

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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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