Industry Voice

Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.

Divided government likely would produce moderate policies

Efforts to achieve environmental goals may be consequential

Newton’s Curt Custard considers the investment outlook for 2021 and the implications for DC schemes

The technology to improve employees’ wellbeing is already here. But it is now in employers’ hands to make sure it is used to create successful corporate wellness programmes

Attractive valuations and prospects for economic recovery support small-caps

The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Global Head of Fixed Income, Jim Cielinski, and Global Bonds Portfolio Manager, Andy Mulliner, explain...

The currency union faces four possible growth scenarios

COVID-19 has changed the landscape for emerging markets (EM) debt, injecting a new dimension of pandemic-related economic uncertainty. In this report, the Eaton Vance EM debt team outlines our view that strong fundamental analysis and country selection is more important than ever.