Q&A on Brexit: What’s next for markets, banks, the global economy and buying opportunities

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In the following Q&A, portfolio managers Andrew Balls, Mike Amey, and Philippe Bodereau discuss PIMCO’s outlook for the UK and the European Union amid Brexit, and assess global ramifications. Q:... Read more continue reading

All that glitters is gold

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It was recently reported that a man in the United Kingdom sold all his investments and bought almost $2 million in gold bars and buried them in his backyard. He... Read more continue reading

Uncharted territory: What Brexit means for global equities

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The U.K. vote to exit the European Union ushers in a new era of uncertainty that is likely to persist for some time. The significance of this event cannot be... Read more continue reading

Go global for quality income – the case for global equity income investing in a low-yield world

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The search for yield has never been more pressing for investors. Income is hard to find in the current market environment, with low interest rates, bond yields tending towards flat... Read more continue reading

Australian investors missing out on emerging market debt opportunities

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Australian investors have not achieved optimal exposure to emerging market debt over the past decade because they have depended on a global bond strategy that has had far less emerging... Read more continue reading

Monetary policy unmasked – our take on negative interest rates

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Jeffrey Cleveland, principal and chief economist at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, writes about negative interest rate policy and whether it’s achieving the... Read more continue reading

Thinking about shopping Malls

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The month of May was particularly brutal for a number of US and Australian retailers. In the US, GAP, L Brands, Macy’s Nordstrom and others reported weaker than expected or... Read more continue reading

Choosing cash over fixed income doesn’t make sense

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Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, they missed out on a major benefit... Read more continue reading

Investment strategy: Europe, China and the US

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Global markets are being troubled by a range of issues; some old, some new. To my mind, three issues are worth paying close attention to: Global growth Ongoing macroeconomic uncertainties... Read more continue reading

Why a diversity of income streams makes sense now

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Michael Allison, Equity Portfolio Manager at Eaton Vance, a global investment management firm, believes that diversification of income sources may help satisfy investor needs in today’s low- and negative-rate environment.... Read more continue reading