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.
Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline scenario and wider risks around it.
What separates great advisors today? According to David Chubak, Head of Wealth Management and Field Management at Edward Jones, it's the same qualities that have always mattered: trust, relationships, and a deep understanding of clients. David joins Greg Hall to explain why, even in the age of AI and endless information, human connection remains at the heart of great advice. Drawing on his own experience working with advisors, lessons from behavioral finance, and the values instilled by his grandparents, David shares a framework for building strong client relationships as we enter the "Golden Age of Advice."
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
In our U.S. housing market monitor, we discuss how elevated mortgage rates, shifting affordability, and widening regional divergence are reshaping the market and the investment landscape.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Even the most experienced investors can fall prey to one of the 150+ behavioral biases researchers have documented. But Dr. Anastasia Buyalskaya, a behavioral finance advisor to PIMCO, and Devin Ekeberg, PIMCO senior consultant in advisor education, believe the goal isn’t to rationalize them away; it’s to build frameworks that keep biased thinking from driving decision making.
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Diversifying Portfolios is Easy with Pro
