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...
Be optimistic on alpha generating opportunities, but still with an up in quality bias and a global lens in terms of putting together the optimal portfolio.