Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.
Industry Voice: Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
Industry Voice: With Brexit talks breaking down late on Sunday night in Brussels over the Irish border, investors may be wondering how to best navigate the next few weeks and months. Our assessment is that a number of UK assets have already priced in...
INDUSTRY VOICE: Risk is rising late in the cycle. How should investors respond?
Planning for radical changes in coming years
Industry Voice: Mike Amey, PIMCO, explains why there is a lot more to the UK outlook than Brexit, important though it is.
Who topped the standings for this month?
Industry Voice: PIMCO sees five potential "rude awakenings" that could mark a significant turning point for the global economy over the next three to five years.
Five 'radical' changes
Once the world's largest bond fund
INDUSTRY VOICE: The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO GIS Global Libor Plus Bond fund, on why a 'balanced' and active investment approach is helping to generate returns whilst maintaining a low risk profile.
Joins from Millennium Capital Partners
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO Select UK Income Bond and PIMCO GIS Global Libor Plus Bond funds, on how he is approaching the bond universe in today's atypical market cycle.
PARTNER INSIGHT: Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue. However, as recent volatility...
PARTNER INSIGHT: Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO's quarterly Cyclical Forum held earlier this month.
Follows launch of global ESG platform
PIMCO's Sundstrom: It is the first time in my career where FX has had such a deep impact on asset selection
Underweight European equities
Update: Goldman Sachs AM commits to Women in Finance Charter as Treasury reveals names yet to sign up
Letter to 33 financial services firms
SharingAlpha has revealed the top-rated funds by its fund selector users as at the end of January, with Terry Smith's (pictured) Fundsmith topping the charts as the most highly-rated provider, while his £14bn Equity fund was the most popular in fund-of-funds...
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
'It will be remembered as the year of the bond fund': European asset managers post record inflows in 2017
'Structural demand for fixed income products'