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Professional Investors
Finding opportunity in emerging markets
Finding opportunity in emerging markets
Despite headwinds, China remains a key driver of global growth and an important source of investment...
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Professional Investors
Fed seems confident in soft landing, but we see risks
Fed seems confident in soft landing, but we see risks
History and labour market trends make PIMCO less certain.
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Professional Investors
Three reasons why emerging markets may rebound
Three reasons why emerging markets may rebound
The valuation story is compelling.
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Professional Investors
Macro outlook from abrdn – China to avoid 'Japanification'?
Macro outlook from abrdn – China to avoid 'Japanification'?
Chinese policy is supportive and should bring benefits.
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Professional Investors
Do Passive Funds Work for Emerging Markets?
Do Passive Funds Work for Emerging Markets?
Only about 20% of active managers in the global emerging markets both survive and outperform their passive...
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Professional Investors
Undiscovered growth lies in EMEA
Undiscovered growth lies in EMEA
Emerging EMEA is under researched and primed for opportunities when compared to other emerging markets....
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Professional Investors
What 'Spikeflation' means for your clients
What 'Spikeflation' means for your clients
During times of market volatility how can advisers prove they are putting clients at the heart of their...
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Professional Investors
Are giant tech stocks really the new government bonds?
Are giant tech stocks really the new government bonds?
Caution is surely needed
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Professional Investors
Russian LNG undermines the EU's energy security
Russian LNG undermines the EU's energy security
There is opportunity for U.S. LNG to fill the gap.
Professional Investors
Asset-based lending is offering equity-like return potential
Asset-based lending is offering equity-like return potential
Learn about one of PIMCO’s favourite investment sectors.
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Institutional Investors
A new opportunity for DC investors
Following regulatory changes and adoption of LTAFs, are private assets now a natural fit for DC investors?...
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Professional Investors
Cautious optimism: analyst insights from Mexico
Cautious optimism: analyst insights from Mexico
Mexico was one of the best EM performers in the first half of 2023.
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