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Professional Investors
The 60/40 portfolio is not dead
The 60/40 portfolio is not dead
Generating returns in this environment will require a more flexible approach to asset allocation.
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Professional Investors
Opportunities from the rise in bond yields
Opportunities from the rise in bond yields
Chance for investors to earn capital gains and diversify portfolios.
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Professional Investors
The fairytale of a soft landing
The fairytale of a soft landing
The consensus view toward a mild downturn looks misplaced.
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Professional Investors
Is now the time for fixed income investors to extend duration?
Is now the time for fixed income investors to extend duration?
As we near the end of the hiking cycle, the time is ripe for investors to extend duration and move up...
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Professional Investors
Green bond investing across credit
Green bond investing across credit
PIMCO's latest views on green bond investing in credit.
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Professional Investors
Short-term bonds may earn premium returns over cash
Short-term bonds may earn premium returns over cash
A modest increase in risk while maintaining diversification.
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Professional Investors
A road too far – why we sold Tesla
A road too far – why we sold Tesla
The direction of travel from here is unclear.
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Professional Investors
Dealing with vulnerable persons - understanding your responsibilities
Dealing with vulnerable persons - understanding your responsibilities
Your comprehensive guide to ensuring vulnerability is considered when acting on behalf of a client
Professional Investors
Deep dive: why we hold the pub chain Fuller's
Deep dive: why we hold the pub chain Fuller's
The firm's CEO and Artemis' Mark Niznik discuss its prospects.
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Institutional Investors
Survey report: benefits of DB master trusts...and barriers?
Survey report: benefits of DB master trusts...and barriers?
Scheme stakeholders gave us their views, though the barriers may be overstated.
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Institutional Investors
Small DB pension schemes need to be flexible to ensure insurance buy-out
Small DB pension schemes need to be flexible to ensure insurance buy-out
The funding status for the UK’s 5,000-plus corporate DB schemes continues to show that schemes, on average,...
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Professional Investors
UK bond buyers beware
UK bond buyers beware
How to avoid hidden home market concentration risk.
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