Last Build Date: Mon, 27 Mar 2017 00:32:11 EDTCopyright: copyright © 2017 Dow Jones & Company, Inc.
Fri, 23 Dec 2016 19:30:26 ESTPIMCO assesses 3 global economic scenarios for 2017.
Fri, 16 Dec 2016 15:51:47 ESTWe believe the impact on balances and prices ultimately will depend on five key variables.
Tue, 13 Dec 2016 08:25:23 ESTGiven our base case of modest global growth, we think positive returns can be earned via targeted risk-taking.
Fri, 02 Dec 2016 16:11:00 ESTGroup 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.
Wed, 23 Nov 2016 12:49:07 ESTInvestors have generally been “risk on” since Donald Trump’s election victory. But what about his protectionist trade talk?
Fri, 18 Nov 2016 11:08:24 ESTThe election of Trump and Republican majorities in Congress represent a pivot point for EM, says PIMCO’s Gene Frieda.
Thu, 10 Nov 2016 16:31:34 ESTWhat a Trump presidency and Republican Congress likely mean for markets over the near, medium and longer terms.
Fri, 04 Nov 2016 17:55:09 EDTAs investors eye OPEC’s 30 November meeting, we offer the thinking behind our 2017 oil price outlook.
Fri, 28 Oct 2016 18:27:02 EDTInvestors need to use caution when searching for incremental yield pick-up in this environment.
Fri, 21 Oct 2016 12:41:05 EDTA ray of optimism peeked through at the World Bank-IMF annual meetings.
Fri, 14 Oct 2016 18:29:06 EDTIt may be more efficient to make hedging decisions at the portfolio level on a currency-by-currency basis.
Fri, 07 Oct 2016 17:51:53 EDTThe yuan’s addition to the IMF’s currency basket highlights China’s rising clout in global capital markets.
Fri, 30 Sep 2016 21:25:54 EDTA rising middle class, low default rates make Asian credit markets attractive.
Fri, 23 Sep 2016 17:16:53 EDTWill the Bank of Japan’s policy shift to yield-curve targeting help the central bank reach its 2% inflation goal?
Fri, 16 Sep 2016 18:53:53 EDTAs the BOJ hits the limits of its innovative policy framework, The New Neutral yield curve concept could play a critical role.
Fri, 09 Sep 2016 21:58:19 EDTThere are unique applications of our long-term outlook for individual and institutional investors, write Eric Mogelof and Alan Isenberg.
Tue, 06 Sep 2016 20:05:02 EDTHow are you investing across asset classes in a stable but not secure global economy?
Fri, 26 Aug 2016 17:24:23 EDTWhere can investors find yield in today’s bond market? PIMCO’s Mark Kiesel explains.
Fri, 19 Aug 2016 12:50:02 EDTEmerging markets have been quietly undergoing positive, fundamental change, says PIMCO’s Joachim Fels.
Fri, 12 Aug 2016 15:19:37 EDTInvestors today place a high premium on certainty, given relative values of U.S. Treasuries versus stocks and corporate bonds.
Fri, 05 Aug 2016 18:02:39 EDTThe good news for Japanese financial institutions is not limited to the Bank of Japan’s decision on quantitative easing and interest rates.
Fri, 29 Jul 2016 10:17:40 EDTAsian investors could soon find that rising hedging costs may make U.S. Treasury bonds less attractive.
Fri, 22 Jul 2016 14:37:49 EDTBond returns in Australia have exceeded equity returns on average by over 250 basis points per annum.
Fri, 15 Jul 2016 18:06:09 EDTAttractive opportunities remain, but investors must be mindful of – and compensated for – rising risks.
Fri, 08 Jul 2016 20:21:26 EDTAccording to one bond market indicator, many market participants believe it will.
Tue, 05 Jul 2016 23:27:44 EDTAre investors becoming more comfortable with China’s integration into the global markets?
Fri, 24 Jun 2016 16:49:44 EDTAfter 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?
Fri, 17 Jun 2016 17:20:09 EDTNine key takeaways can help investors navigate risks to global economic stability over the longer term.
Sat, 11 Jun 2016 07:53:17 EDTPIMCO believes there is upside for oil prices – and that OPEC’s relevance will come back to the fore.
Fri, 03 Jun 2016 14:35:20 EDTIs talk of diminished liquidity overblown?
Fri, 27 May 2016 14:56:31 EDTHow can investors position their portfolios before the UK votes in June?
Fri, 20 May 2016 17:21:20 EDTHow did Japanese bonds, now known for NIRP, return 2.7% annually in the past 20 years?
Fri, 13 May 2016 17:02:40 EDTThe key to avoiding hidden perils is to understand company management.
Fri, 06 May 2016 16:24:11 EDTNegative interest rate policies (NIRP) have unknown economic consequences — and could impact investors’ appetite for risk.
Fri, 29 Apr 2016 17:48:36 EDTThe most interesting implication of rupture may be OPEC nations offering new investment climate.
Fri, 22 Apr 2016 14:47:18 EDTAs China’s economy slows, Japan and Australia face their own obstacles.
Tue, 26 Apr 2016 10:03:16 EDTAlong with slowing growth, China faces a policy ‘trilemma,’ says PIMCO’s Luke Spajic.
Fri, 08 Apr 2016 16:15:17 EDTHow should investors confront the possibility of a property bubble in Australia?
Fri, 01 Apr 2016 12:02:07 EDTGold shot up early this year; learn how to use U.S. Treasuries to determine its true value
Thu, 24 Mar 2016 16:11:36 EDTThe world’s biggest central bankers have reached an understanding. What investors should watch for.
Sun, 20 Mar 2016 20:27:32 EDTAsian investors with exposure to oil should expect higher prices as the year progresses. PIMCO’s expert explains why.
Fri, 11 Mar 2016 17:47:49 ESTWhat is changing—and what isn’t—for investors in Asia-Pacific.
Fri, 04 Mar 2016 18:38:30 ESTChina’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.
Fri, 04 Mar 2016 14:07:01 ESTHow do you allocate across asset classes during a period of lower returns and higher volatility? PIMCO’s Mihir Worah and Geraldine Sundstrom offer insights.
Sun, 21 Feb 2016 17:50:47 ESTTo confront the challenge of low yields, many insurance companies in Asia ex Japan are increasing their investments in hedge funds and private equity.
Sun, 14 Feb 2016 19:47:55 EST“Reversion to intrinsic value” has slowed.
Sun, 07 Feb 2016 18:25:44 ESTWhile headwinds remain, PIMCO sees some positive signs within emerging markets – and the potential to take advantage of dislocations.
Fri, 29 Jan 2016 16:31:27 ESTPIMCO’s Greg Sharenow looks past today’s bearish narrative.
Fri, 22 Jan 2016 12:14:20 ESTHigh yield spreads have widened as investors exit. But outside of commodities, signs are positive.
Fri, 15 Jan 2016 16:39:55 ESTChina’s transition has global repercussions and investors need to pay attention to Beijing’s policy moves.
Fri, 08 Jan 2016 13:43:21 ESTThese approaches may help investors navigate a lower return and volatile road for equities, says PIMCO’s Andrew Pyne.
Wed, 30 Dec 2015 15:04:21 ESTAustralia’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?
Tue, 22 Dec 2015 15:05:47 ESTFor 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?
Fri, 18 Dec 2015 16:40:16 ESTWhile 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.
Fri, 11 Dec 2015 16:32:11 ESTInclusion 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.
Fri, 04 Dec 2015 16:34:29 ESTPIMCO’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.
Tue, 01 Dec 2015 18:48:48 ESTJapan needs higher inflation but must consider how the elderly will be affected, says PIMCO’s Tomoya Masanao.
Fri, 20 Nov 2015 17:43:35 ESTRussia’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.
Fri, 13 Nov 2015 17:49:23 ESTIndia’s growth story is attracting renewed attention as China’s economy slows. There are reasons for optimism, says PIMCO’s Luke Spajic.
Fri, 06 Nov 2015 18:39:19 ESTPIMCO expects greater price stability for most commodities — and sees upside potential for oil and gas.
Fri, 30 Oct 2015 16:35:49 EDTAlternative strategies are not homogenous. Here are 3 things to consider before you invest.
Fri, 23 Oct 2015 17:52:14 EDTIn 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.
Fri, 16 Oct 2015 18:40:21 EDTChina’s evolution is weighing on regional economies. Here’s what it means for investors.