PIMCO
Key Takeaways from PIMCO's Cyclical Outlook: From hurting to healing
We expect the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. However, there is the risk if not the likelihood of an uneven recovery, with significant setbacks along the way and some permanent damage.
COVID-19: Repercussions could worsen before they improve
History teaches that epidemics tend to have short-term effects on economies and markets, but great uncertainty remains about the coronavirus.
Border to Coast selects PIMCO for multi-asset credit fund management
The £46bn Border to Coast Pensions Partnership has appointed PIMCO as the core manager for its multi-asset credit fund.
Industry Voice - Germany: Back to "Sick Man of Europe"?
In an increasingly protectionist world, plagued by escalating trade tensions, the export-focused German economy is clearly suffering. We look ahead and explore the investment implications of a weaker German economy.
Industry Voice: CDI - Is solely sterling feasible?
Given the modest size of the UK IG corporate bond market, we believe a globally-focused and actively managed IG corporate portfolio and a careful portfolio construction can help UK DB schemes.
Industry Voice: Is fiscal the new monetary?
As monetary policy seems almost exhausted, could fiscal easing kick-start growth and take us out of the low rate, low growth environment that we have been in for 10 years?
PP Investment Awards 2019 - Shortlists published
Here they are… The shortlists for this year's Professional Pensions Investment Awards.
Further six asset managers noted for 'exceptional transparency' on transaction costs
Six asset managers have been praised for their "exceptional transparency" in reporting transaction costs and charges to clients including pension schemes.
Five potential disruptors to the global economy
Schemes must beware serial disruptors including China, populism and demographics, says PIMCO.
Three key takeaways from PIMCO's cyclical outlook: Flatlining at the new neutral
Industry Voice: Sponsored by PIMCO
Multi-sector credit: Flexibility amid shifting markets
Better long-term results for investors may be possible through a multi-sector approach to credit, says PIMCO.
Late Cycle Asset Allocation Views
Here are key takeaways from our 2019 Asset Allocation Outlook on how we are positioning asset allocation portfolios in light of our outlook for the global economy and markets.
PIMCO's Economic Outlook - Five Key Takeaways
PIMCO global economic adviser Joachim Fels looks at the key economic trends for investors to keep an eye on over 2019.
Preparing Portfolios for Resilience Against Inflation Surprises
Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.
Key Takeaways From PIMCO's Cyclical Outlook: Growing, But Slowing
Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
Brexit: What to watch out for as talks heat up
Mike Amey of PIMCO looks at how pension schemes can best navigate and prepare for Brexit over the next few weeks and months
UK Outlook: It's Not Just Brexit
Mike Amey of PIMCO explains why there is a lot more to the UK outlook than Brexit, important though it is.
Key takeaways From PIMCO's Secular Outlook: Rude Awakenings
Joachim Fels, Andrew Balls and Dan Ivascyn discuss why, ten years after the financial crisis, the global economy and financial markets look set to enter a new era of potentially radical change.
Which asset classes are likely to outperform in 2018? PIMCO asset allocation views
Mihir Worah and Geraldine Sandstrom of PIMCO share their asset class views for the year ahead.
Applying ESG Analysis to Sovereign Bonds
Integrating ESG into sovereign risk analysis adds a holistic and long-term perspective, which can lead to better portfolio construction, says PIMCO's Lupic Rahman
Bonds are different: The active advantage
Think active bond funds tend to come off second best to passive funds? Think again, says Jamil Baz, global head of client analytics, PIMCO
PP Investment Awards 2017 - The winners
Here they are - the winners of the Professional Pensions Investment Awards (PPIA) 2017.
CLOs: An acronym for contrarian long-term opportunity
For long-term investors, CLO equity can offer attractive return potential, even late in the credit cycle, says PIMCO
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