There's nothing passive about performance like this.
Higher starting yields, steeper yield curves, and elevated volatility create exciting opportunities for core bonds.
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
Total Return is more than just yield – it’s about adaptability. Mohit Mittal, CIO Core Strategies, explains how the strategy actively navigates interest rates, credit markets, mortgages, and currencies to seek maximum total returns in a risk-managed framework, making it a compelling choice for investors.
Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
The Federal Reserve held its policy rate steady in October, but the door is clearly open to further hiking.
The AI investment boom is reshaping the U.S. economy, with higher policy rates and tighter financial conditions slowing growth in the sectors most sensitive to borrowing costs.
AI has become one of the dominant forces shaping both equity and bond indices, creating concentrations and distortions that many investors may not fully appreciate.
AI's infrastructure boom is generating significant funding needs. Hear how Mohit Mittal, CIO Core Strategies, and Sonali Pier, Portfolio Manager, assess opportunities across data centers, chip financing, and energy infrastructure while staying focused on resilient cash flows.
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active managers may find value in agency MBS and why certain market participants can create pricing inefficiencies.
Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opportunities across developed and emerging markets.
The Federal Reserve will likely hold rates steady at the next meeting, weighing inflation risks against an economy being reshaped by AI.
With rising rates dominating the headlines, advisors are understandably concerned. PIMCO Group CIO Dan Ivascyn says the story isn’t the volatility — it’s the high starting yields.
Diversifying Portfolios is Easy with Pro
