Fed Statement: Let the dots – and the dissents – do the talking

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Going into yesterday’s Federal Open Market Committee (FOMC) meeting, the question was in what way – or ways – the statement and the accompanying Summary of Economic Projections (SEP) would signal

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23 Sep 2016

Regulation and demographics: Two factors behind the rise of sustainable investing

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Investors globally are becoming more engaged with the environmental, social and governance (ESG) factors that affect the well-being and smooth functioning of the global economy and markets. The widespread endorsement

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10 Aug 2016

King, Keynes and Knight: Insights into an uncertain economy

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One small footnote to the Brexit controversy: It has invigorated my interest in Lord Mervyn King’s concept of radical uncertainty. As the former governor of the Bank of England laid

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18 Jul 2016

Australia bonds deliver yet again – PIMCO

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As we close the books on another Australian financial year, we make a striking observation: Over the last eight financial years, bond returns have exceeded equity returns on average by

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08 Jul 2016

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:

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04 Jul 2016

Fed statement: In Yellen we trust – But markets must verify

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Anticipating the Fed statement yesterday, I wanted to see how the FOMC (Federal Open Market Committee) would address the key questions it needs to answer before deciding when next to

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17 Jun 2016

In Australia, play the hand you are dealt

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As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia (RBA). At the time of its monetary policy meeting

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18 May 2016

PIMCO bond strategies get further upgrades from Zenith to “Highly Recommended”

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Zenith Investment Partners has upgraded the PIMCO Global Bond Fund, PIMCO Global Credit Fund and PIMCO Diversified Fixed Interest Fund, from “Recommended” to “Highly Recommended,” the highest possible rating. Four

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29 Mar 2016

Diversifying Australian portfolios may be easier than you think

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At the annual Portfolio Construction Forum in Sydney this week, the discussion in the presentations, on the panels and in the corridors was lively, as usual. One of my key

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22 Feb 2016

PIMCO Australia 2016 outlook: One more miracle?

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Summary Australia has had only three isolated quarters of negative real GDP growth over the last quarter of a century. While investors should be alert to the risk of a

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16 Dec 2015