How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults continue to play out primarily through distressed exchanges.
PIMCO’s Tiffany Wilding and Andrew Balls say resilient, AI-fuelled growth is masking “K-shaped” divergence – strengthening the case for high-quality fixed income in 2026.
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalising on attractive, high-quality yields.
Daniel J. Ivascyn, Group Chief Investment Officer, PIMCO, maintains a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
PIMCO's Jeremy Rosten, Helen Guo, and Phil Michels drill down into our findings to see how active bond managers have historically given investors an advantage over their passive peers.
The Labour Party’s election win means it can govern with considerable freedom and as the party's fiscal agenda is modest, with a focus on delivering economic stability, there should also be limited implications...