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Investment Management
Healthcare companies - liberated from Covid pressures?
Credit quality should improve as volatility subsides.
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Investment Management
The $1.5 trillion opportunity
With the largest downturn in commercial real estate since the global financial crisis on the horizon - what does this mean for investors?
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Investment Management
The state of credit markets
Investment grate, high-yield, or both? What instruments are most attractive in credit markets at the moment?
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Investment Management
Where are the opportunities for multi-asset funds in a high rates world?
Investors in multi-asset income funds can benefit from an improved payout without their managers needing to take on excessive risks.
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Investment Management
High yield bonds appear well positioned for a recession
The sector is in better health than prior to previous slowdowns.
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Investment Management
What's happening in credit markets?
With tightening credit conditions borrowers are being driven to private credit markets; what does this mean for investors?
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Investment Management
Four themes shaping global high yield bonds
Opportunities to generate value amid volatility.
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Investment Management
Are bonds back? An aggressive shift could be premature
Anyone who universally says that "bonds are back" is being a little too optimistic.
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Investment Management
Is now the time for core fixed income?
In challenging markets PIMCO argues that global bonds can provide much needed diversification to multi-asset portfolios.
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Investment Management
Is European fixed income turning the tide?
After one of the most aggressive selloffs in recent decades, the repricing of European fixed-income markets last year resulted in an attractive entry point.
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Investment Management
Is equities worth the risk?
With continued volatility in financial markets, is investing in equities worth the risk?
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Investment Management
The art of actively managing interest rate risk
With the low interest rate era behind us, an active approach is more critical than ever.
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