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Preview: Barron's Companies

Barron's Companies

Barron's Companies

Last Build Date: Fri, 28 Apr 2017 00:30:27 EDT

Copyright: copyright © 2017 Dow Jones & Company, Inc.

Into the Unknown: PIMCO's Cyclical Outlook

Fri, 23 Dec 2016 19:30:26 EST

PIMCO assesses 3 global economic scenarios for 2017.

Oil Outlook: 5 Things We're Watching

Fri, 16 Dec 2016 15:51:47 EST

We believe the impact on balances and prices ultimately will depend on five key variables.

PIMCO's Asset Allocation Views: The Trump Card?

Tue, 13 Dec 2016 08:25:23 EST

Given our base case of modest global growth, we think positive returns can be earned via targeted risk-taking.

View from PIMCO's Investment Committee

Fri, 02 Dec 2016 16:11:00 EST

Group CIO Dan Ivascyn talks about being “respectful” of uncertainty, why a bond bear market is unlikely and the market implications of Trump’s pro-growth agenda.

The Trump Trade: Rhetoric Versus Reality

Wed, 23 Nov 2016 12:49:07 EST

Investors have generally been “risk on” since Donald Trump’s election victory. But what about his protectionist trade talk?

U.S. Election Impact on Emerging Markets: 4 Scenarios

Fri, 18 Nov 2016 11:08:24 EST

The election of Trump and Republican majorities in Congress represent a pivot point for EM, says PIMCO’s Gene Frieda.

The Victory Few Saw Coming: The Impact of Trump's Win on Markets

Thu, 10 Nov 2016 16:31:34 EST

What a Trump presidency and Republican Congress likely mean for markets over the near, medium and longer terms.

Oil Prices in 2017: Eyeing OPEC as Market Rebalances

Fri, 04 Nov 2016 17:55:09 EDT

As investors eye OPEC’s 30 November meeting, we offer the thinking behind our 2017 oil price outlook.

Aiming for Income -- and Stability Too.

Fri, 28 Oct 2016 18:27:02 EDT

Investors need to use caution when searching for incremental yield pick-up in this environment.

A Brighter Outlook for Emerging Markets

Fri, 21 Oct 2016 12:41:05 EDT

A ray of optimism peeked through at the World Bank-IMF annual meetings.

Currency Hedging: Aiming for Efficiency

Fri, 14 Oct 2016 18:29:06 EDT

It may be more efficient to make hedging decisions at the portfolio level on a currency-by-currency basis.

Chinese Yuan Assumes Reserve Currency Status

Fri, 07 Oct 2016 17:51:53 EDT

The yuan’s addition to the IMF’s currency basket highlights China’s rising clout in global capital markets.

Asian Credit Markets: Poised for Growth

Fri, 30 Sep 2016 21:25:54 EDT

A rising middle class, low default rates make Asian credit markets attractive.

BOJ Yield-Curve Targeting Aims for Policy Longevity

Fri, 23 Sep 2016 17:16:53 EDT

Will the Bank of Japan’s policy shift to yield-curve targeting help the central bank reach its 2% inflation goal?

The Bank of Japan is at a Crossroads.

Fri, 16 Sep 2016 18:53:53 EDT

As the BOJ hits the limits of its innovative policy framework, The New Neutral yield curve concept could play a critical role.

What Lies Ahead for Investors in Asia?

Fri, 09 Sep 2016 21:58:19 EDT

There are unique applications of our long-term outlook for individual and institutional investors, write Eric Mogelof and Alan Isenberg.

Asset Allocation in Deceptively Calm Markets

Tue, 06 Sep 2016 20:05:02 EDT

How are you investing across asset classes in a stable but not secure global economy?

Global Investors Drawn to the Credit Markets

Fri, 26 Aug 2016 17:24:23 EDT

Where can investors find yield in today’s bond market? PIMCO’s Mark Kiesel explains.

Emerging Markets: More Than a Sprint

Fri, 19 Aug 2016 12:50:02 EDT

Emerging markets have been quietly undergoing positive, fundamental change, says PIMCO’s Joachim Fels.

How High is the Price of Certainty?

Fri, 12 Aug 2016 15:19:37 EDT

Investors today place a high premium on certainty, given relative values of U.S. Treasuries versus stocks and corporate bonds.

Relief in Sight for Japan's Banks

Fri, 05 Aug 2016 18:02:39 EDT

The good news for Japanese financial institutions is not limited to the Bank of Japan’s decision on quantitative easing and interest rates.

When Will the Flight to U.S. Treasuries End?

Fri, 29 Jul 2016 10:17:40 EDT

Asian investors could soon find that rising hedging costs may make U.S. Treasury bonds less attractive.

Australia: Bonds Deliver Yet Again

Fri, 22 Jul 2016 14:37:49 EDT

Bond returns in Australia have exceeded equity returns on average by over 250 basis points per annum.

Where to invest amid growing uncertainties?

Fri, 15 Jul 2016 18:06:09 EDT

Attractive opportunities remain, but investors must be mindful of – and compensated for – rising risks.

Will the Fed Undershoot Its Inflation Target?

Fri, 08 Jul 2016 20:21:26 EDT

According to one bond market indicator, many market participants believe it will.

Don't Bet Against China

Tue, 05 Jul 2016 23:27:44 EDT

Are investors becoming more comfortable with China’s integration into the global markets?

Brexit: What Lies Ahead

Fri, 24 Jun 2016 16:49:44 EDT

After a night of high drama, the British public voted to end their 40-plus-year relationship with the EU. What does it mean for investors?

An Insecure Stability

Fri, 17 Jun 2016 17:20:09 EDT

Nine key takeaways can help investors navigate risks to global economic stability over the longer term.

What's Next for Oil and Why OPEC Still Matters

Sat, 11 Jun 2016 07:53:17 EDT

PIMCO believes there is upside for oil prices – and that OPEC’s relevance will come back to the fore.

The Illiquidity Illusion

Fri, 03 Jun 2016 14:35:20 EDT

Is talk of diminished liquidity overblown?

Playing the Brexit Blues

Fri, 27 May 2016 14:56:31 EDT

How can investors position their portfolios before the UK votes in June?

A Surprising Experience with Japanese Bonds

Fri, 20 May 2016 17:21:20 EDT

How did Japanese bonds, now known for NIRP, return 2.7% annually in the past 20 years?

How to Discern Risk in Corporate Bonds

Fri, 13 May 2016 17:02:40 EDT

The key to avoiding hidden perils is to understand company management.

What Do Negative Interest Rate Policies Mean for Investors?

Fri, 06 May 2016 16:24:11 EDT

Negative interest rate policies (NIRP) have unknown economic consequences — and could impact investors’ appetite for risk.

Why Failure at Doha Is Long-term Bearish for Oil

Fri, 29 Apr 2016 17:48:36 EDT

The most interesting implication of rupture may be OPEC nations offering new investment climate.

Asia's Challenges

Fri, 22 Apr 2016 14:47:18 EDT

As China’s economy slows, Japan and Australia face their own obstacles.

China's Challenges

Tue, 26 Apr 2016 10:03:16 EDT

Along with slowing growth, China faces a policy ‘trilemma,’ says PIMCO’s Luke Spajic.

A Different Storyline for Australia's 'Big Short'

Fri, 08 Apr 2016 16:15:17 EDT

How should investors confront the possibility of a property bubble in Australia?

Will Gold Continue to Shine?

Fri, 01 Apr 2016 12:02:07 EDT

Gold shot up early this year; learn how to use U.S. Treasuries to determine its true value

Shanghai Co-op Has 3 Likely Results

Thu, 24 Mar 2016 16:11:36 EDT

The world’s biggest central bankers have reached an understanding. What investors should watch for.

Has the Oil Rebound Begun?

Sun, 20 Mar 2016 20:27:32 EDT

Asian investors with exposure to oil should expect higher prices as the year progresses. PIMCO’s expert explains why.

5 Investment Trends in Asia-Pacific

Fri, 11 Mar 2016 17:47:49 EST

What is changing—and what isn’t—for investors in Asia-Pacific.

China and the New Global Monetary Order

Fri, 04 Mar 2016 18:38:30 EST

China’s integration into the global financial system has introduced something not seen since the early 1970s – an element of state control in the world’s foreign exchange system. PIMCO’s Tony Crescenzi explains.

Asset Allocation Outlook: Altitude Adjustment

Fri, 04 Mar 2016 14:07:01 EST

How do you allocate across asset classes during a period of lower returns and higher volatility? PIMCO’s Mihir Worah and Geraldine Sundstrom offer insights.

Asia Insurers Turn to Alternatives

Sun, 21 Feb 2016 17:50:47 EST

To confront the challenge of low yields, many insurance companies in Asia ex Japan are increasing their investments in hedge funds and private equity.

Mind the Gap: The Lengthening Investment Horizon

Sun, 14 Feb 2016 19:47:55 EST

“Reversion to intrinsic value” has slowed.

Emerging Markets: Trying to Turn the Corner

Sun, 07 Feb 2016 18:25:44 EST

While headwinds remain, PIMCO sees some positive signs within emerging markets – and the potential to take advantage of dislocations.

Higher Oil Prices Ahead?

Fri, 29 Jan 2016 16:31:27 EST

PIMCO’s Greg Sharenow looks past today’s bearish narrative.

High Opportunity in High Yield?

Fri, 22 Jan 2016 12:14:20 EST

High yield spreads have widened as investors exit. But outside of commodities, signs are positive.

Volatility Ahead: The Middle Kingdom's Middle-Income Transition

Fri, 15 Jan 2016 16:39:55 EST

China’s transition has global repercussions and investors need to pay attention to Beijing’s policy moves.

4 Strategies for a More Challenging Equity Climate

Fri, 08 Jan 2016 13:43:21 EST

These approaches may help investors navigate a lower return and volatile road for equities, says PIMCO’s Andrew Pyne.

Australia: One More Miracle?

Wed, 30 Dec 2015 15:04:21 EST

Australia’s economic expansion is on the brink of turning 100 in 2016 – that is, 100 quarters (or 25 years) without a recession. How much longer can it last?

Détente for Emerging Markets and the Fed?

Tue, 22 Dec 2015 15:05:47 EST

For as long as investors have viewed emerging markets as a discrete asset class, the prospect of the U.S. Federal Reserve embarking on an interest rate hiking cycle has been a source of worry. Will that change?

Many Paths Ahead for Monetary Policy

Fri, 18 Dec 2015 16:40:16 EST

While the Fed has raised interest rates, other central banks are on a different path. Here’s what to expect from five key economies around the world.

The Door to China Swings Open

Fri, 11 Dec 2015 16:32:11 EST

Inclusion of the yuan in the SDR may be a call to action for global investors. The focus on China and emerging Asia will increase dramatically over the next two years.

Bullish on Credit

Fri, 04 Dec 2015 16:34:29 EST

PIMCO’s Mark Kiesel explains how a unique alignment of fundamentals, technicals and valuations has created a “one in six year opportunity” for global credit investors.

Targeting inflation in Japan's aging society

Tue, 01 Dec 2015 18:48:48 EST

Japan needs higher inflation but must consider how the elderly will be affected, says PIMCO’s Tomoya Masanao.

Russia: Weathering the Storm

Fri, 20 Nov 2015 17:43:35 EST

Russia’s story offers a useful example of the flexibility and even resilience in emerging economies amid a difficult global backdrop, say Michael Gomez and Francesc Balcells.

Is India the Next China?

Fri, 13 Nov 2015 17:49:23 EST

India’s growth story is attracting renewed attention as China’s economy slows. There are reasons for optimism, says PIMCO’s Luke Spajic.

Positive Outlook for Oil, Gas

Fri, 06 Nov 2015 18:39:19 EST

PIMCO expects greater price stability for most commodities — and sees upside potential for oil and gas.

Navigating Asia's Swelling Sea of Liquid Alternatives

Fri, 30 Oct 2015 16:35:49 EDT

Alternative strategies are not homogenous. Here are 3 things to consider before you invest.

The Secret to Sustaining Income

Fri, 23 Oct 2015 17:52:14 EDT

In a world of relatively low yields and heightened volatility, a sustainable income strategy may bend – but should not break, say PIMCO’s Daniel Ivascyn and Alfred Murata.

Asia's Fragile Transition

Fri, 16 Oct 2015 18:40:21 EDT

China’s evolution is weighing on regional economies. Here’s what it means for investors.