In a challenging macro environment, a resilient allocation to core bonds appears compelling. Andrew Balls shares insights on the return potential for investors given yields are now very attractive.
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.
Within financing markets, there are few firms capable of providing bespoke, flexible capital to meet the needs of borrowers looking for structured solutions.
The PIMCO GIS European High Yield Bond Fund allows investors to potentially benefit from attractive yields and a robust set of opportunities in the European high yield bond market.
Bond markets are pricing in additional Federal Reserve interest rate hikes, acknowledging the central bank’s emphatic resolve to tame inflation despite the likely trade-offs.
Shocks to the U.S. banking system underscore how even cash holdings can involve risk and also suggest that the timeline for a recession may have drawn nearer.
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024.
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.
As the investment landscape continues to shift, active fixed income offers investors many ways to seize attractive opportunities in 2023 – while mitigating risks.