Fixed income investors need standardised data, and regulation will play its part, says PIMCO
In this case study, PIMCO reveals how it engaged the company on a range of Covid-19-related concerns
A fixed income investment process must be highly active to ensure it is aligned with ESG goals, says PIMCO
The US Federal Reserve’s decision to taper is a “non-event”, according to industry experts, who said the move came as no surprise to markets.
The pandemic reshaped the market and created massive dispersion in performance between sectors, with the winners and losers largely sector specific. In our view, the industrial sector was the big winner, retail a long-term loser, and office holds both winners and losers.
If the previous cycle was defined by infrastructure projects, this second version of cyclical recovery focuses more on computer chips that are powering the world around us
Economic growth and inflation will likely peak in 2021 and then moderate in 2022 as fiscal and monetary policy support recede.