Blog Quick Takes: Why Core Bond Indexes Are Riskier Now Learn why we think it’s important to take an active approach to core bond investments.
Scott Mather, CIO of U.S. core strategies, discusses why core bond indexes are riskier today and cautions passive investors that they may not be getting compensated for new risks.Explore our latest thinking on interest rates and their investment implications.LEARN MORE
Blog A Slow and Uneven Recovery Still Likely Despite July’s U.S. Price Bounce Rising prices in July have led PIMCO to raise its core inflation forecast for 2020, but not 2021.
Blog Finding Opportunity Amid Uncertainty Group CIO Dan Ivascyn discusses the opportunities in fixed income markets amid an uncertain investment environment.
Blog Fed Reinforces Commitment to Ongoing Monetary Policy Support The Federal Reserve wants financial conditions to remain accommodative as it looks to support the U.S. recovery.
Blog Europe’s Labor Measures: Short‑term Gain, Long‑term Pain? European measures applied to mitigate the effects of the pandemic have contained the unemployment rate in Europe more than in the U.S. While recognizing economic risks from the rising number of COVID-19 cases in the U.S., our forecast sees this success ratio reversing before the end of the year.
Blog June CPI Report Underscores Economic Fragilities We expect more stimulus, both monetary and fiscal, will be necessary to support the recovery amid the renewed COVID-19 outbreak.
Viewpoints Canada Outlook: Structural Hurdles to Recovery Demand Strong Fiscal and Monetary Support Amid low yields, we believe fixed income investors in Canada should consider diversifying their opportunity set globally.
Viewpoints Social at the Center of ESG As we actively engage with bond issuers through this pandemic-driven economic crisis, we see five major social themes affecting creditworthiness and driving new social bond issuance.
Blog The Long and the Short of It: Making Sense of the Current Interest Rate Environment With the extent and speed of the move in sovereign bond yields, is interest rate exposure less attractive for investors? Not necessarily.
Blog What Is the U.S. Yield Curve Signaling About the Economic Outlook? Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent.
