pimco

PIMCO’s most recent Secular Forum flagged key drivers of change, as Joachim Fels, Andrew Balls, and Daniel J. Ivascyn report

PIMCO’s Alfred Murata on the balancing act facing today’s fixed income investors

Fixed income investors need standardised data, and regulation will play its part, says PIMCO

A fixed income investment process must be highly active to ensure it is aligned with ESG goals, says PIMCO

Search for successor underway

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.