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Professional Investors
Year of The Dragon: Cautious But Excited on China?
Year of The Dragon: Cautious But Excited on China?
Given the risks, MIM is still exercising a degree of caution in the amount of capital it has deployed...
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Professional Investors
Attractive yields but narrow spreads: what's the solution?
Attractive yields but narrow spreads: what's the solution?
To overweight or underweight.
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Professional Investors
Investors must stay the course in equity market
Investors must stay the course in equity market
Long-term focus on investment in high quality companies could help investors secure longer term gains....
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Professional Investors
Investing in China means embracing discomfort
Investing in China means embracing discomfort
Sentiment toward China is weak, but opportunities exist for investors who seek them.
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Professional Investors
Building momentum: the 2024 outlook for ESG regulation
Building momentum: the 2024 outlook for ESG regulation
What's in store this year?
Professional Investors
Is private credit a multi-year opportunity?
Is private credit a multi-year opportunity?
The vintages over the next couple of years are going to be very, very attractive from a return perspective...
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Professional Investors
Fed wants more certainty before cutting rates
Fed wants more certainty before cutting rates
The risk of inflation getting stuck at above-target levels, or even reaccelerating, remains crucial for...
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Professional Investors
Six reasons why US small-cap stocks look encouraging
Six reasons why US small-cap stocks look encouraging
A potentially big opportunity.
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Professional Investors
Navigating the rate descent
Navigating the rate descent
Be optimistic on alpha generating opportunities, but still with an up in quality bias and a global lens...
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Professional Investors
Unlocking the power of alternative investments
Unlocking the power of alternative investments
PIMCO's history and approach to alternative investments.
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Professional Investors
Research: The impact of the cost of living crisis on clients
Research: The impact of the cost of living crisis on clients
Effects on pensions, investments, risk and protection products.
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Professional Investors
Unpicking opportunity in the right asset class
Unpicking opportunity in the right asset class
A shifting inflationary picture is influencing asset classes and portfolio management.
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