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Industry Voice: PIMCO's Credit Outlook: Which sectors will fare better than others?
The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.
Industry Voice: PIMCO's Economic Outlook: The Long Climb
While a near-term mechanical bounce in economic activity in response to the lifting or easing of lockdown measures looks likely, we expect the subsequent climb up to be long and arduous.
Industry Voice: Disruption accelerated
Amid the coronavirus pandemic, the digitization of the economy gathers steam.
Industry Voice: How the coronavirus is reshaping the blue chip universe
Defining potential winners and losers—near and longer term.
Industry Voice: In extreme market stress, tenacity is a small cap investor's best weapon
While smaller companies often bear the brunt of risk aversion, they also lead the way to recovery.
Industry Voice: Further volatility in high yield likely
In this Q&A, Eaton Vance high-yield experts provide an update on market movements and changes in the macro environment and offer their thoughts on investment opportunities at this juncture.
Industry Voice: Troubled small business relief program a stopgap measure
More steps needed to support small businesses and their employees.
Industry Voice: Fiscal firepower: shock and awe in fixed-income markets
Governments have proposed a raft of initiatives to protect businesses and their employees from the impact of the coronavirus pandemic, while banks are being used to inject liquidity into the economy – something that will have material implications for credit markets. In the latest edition of 360°, our fixed-income quarterly report, we discuss the impact of these changes and take a closer look at the structured-credit market.
Consensus expectations may be overestimating the recovery trajectory
Returning to a “normalized” environment could take longer than many anticipate.
The new economic order
As the economic and social impact of Covid-19 plays out, new long-term trends will set the world on a unique course. Fidelity’s Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro and Investment Strategy discuss what this new economic order could look like in terms of state intervention, fiscal activism and Asian leadership.
Industry Voice: Election 2020 - US Healthcare in the crosshairs
Find out why the healthcare sector may face significant changes after the election cycle. Our US political analyst Katie Deal reports back from Washington and the campaign trail.
Dividend cuts: Why China is bucking the trend
A spate of dividend cuts or postponements has raised concerns among investors globally. Fidelity Investment Directors, Catherine Yeung and Matthew Jennings, alongside Jochen Breuer, manager of the Fidelity Asian Dividend Fund, look at the forces driving...
Industry Voice: Strong Fiscal Response Needed After Fed Moves on Liquidity
Investors fear central banks have reached the limit of their influence
Key Takeaways from PIMCO's Cyclical Outlook: From hurting to healing
We expect the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. However, there is the risk if not the likelihood of an uneven recovery, with significant setbacks along the way and some permanent damage.
Industry Voice: An unpredictable draw?
With sport in short supply, we revisit an age-old investment match-up.
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
Industry Voice: Dotcom twenty years on - what can we learn?
Larry Puglia, Portfolio Manager, US Large Cap Equity Strategy at T.Rowe Price reflects
Industry Voice: Value - disrupted but not destroyed
Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long...
Industry Voice: Are you ready for a decade of Value?
Since the end of the global financial crisis, more than a decade ago, growth stocks have significantly outperformed their value stock counterparts. Given the dominance of growth stocks over this extended period, many investors now believe that value is...
Policymakers: Pulling out all the stops
Governments and central banks have started to respond more forcefully to the health crisis, enacting policy in an effort to limit long-term damage to the global economy.
Industry Voice: A brave new era for Utilities
The rise of renewable energy is transforming the utilities industry
PIMCO's Economic Outlook Update: ILU Trajectories
Global growth could follow a U-shaped path over the next few quarters, though substantial uncertainty remains as policymakers grapple with the impact of the coronavirus.
