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Investment Management
US to outpace peers again as global economy set to outperform
Economists predict strong income growth amid cooling inflation and a robust job market.
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Investment Management
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on global growth and resist central bank attempts to control inflation.
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Investment Management
Are bond investors in the optimistic zone?
Hard landing, soft landing - or even no landing. What do these possible economic scenarios mean for bond investors?
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Investment Management
Q&A: navigating credit markets today
Starting yields are the highest they’ve been in more than a decade.
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Investment Management
Why the “high for longer” narrative is flawed
Central banks will likely ease sooner than expected.
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Why you should consider a better future for EM equities
Turnaround factors are forming to support emerging markets.
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Taming economic Cerberus through dynamic fixed income
Recession, no recession, or somewhere in the middle, fixed income offers opportunities for all three outcomes.
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Investment Management
The fairytale of a soft landing
The consensus view toward a mild downturn looks misplaced.
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Investment Management
Green bond investing across credit
PIMCO's latest views on green bond investing in credit.
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Investment Management
A road too far – why we sold Tesla
The direction of travel from here is unclear.
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Investment Management
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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Investment Management
Never mind the naysayers, the dollar is untouchable
The greenback’s role as the world’s foremost reserve currency is unlikely to be undermined anytime soon, despite the gathering to develop a rival currency.
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