With proper positioning, today’s bond market may offer the potential for equity-like returns with less risk. PIMCO Fixed Income Strategist Gordon Harding explains how the PIMCO GIS Income strategy is positioned to seek higher yields and the potential...
The key is finding the right companies
"Bonds may no longer offer protection for long holdings in equities, so investors may want to consider systematic macro strategies that seek to go short both equities and bonds when inflation surprises on the high side"
The industry is facing challenges but they have been overplayed
A credible pathway to net zero must include meaningful action on deforestation and nature, says LGIM's Catherine Ogden
The argument for diversification is unambiguous given the uncertain economic backdrop
A major cause of the energy crisis is the lack of investment into renewables on the vast scale required, says LGIM's Nick Stansbury
Quanta and Ørsted are likely beneficiaries