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CPD: China’s next phase – what persistent supply-side growth means for global markets

From PIMCO

China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a

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08 Jul 2026

Global dond diversification: Higher yields and new opportunities for aAlpha

From PIMCO

The reset in global bond yields in the early 2020s established a foundation for the return fixed income investors can earn just from being exposed to the broader market. Starting

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29 Jun 2026

CPD: Rupture and resilience

From PIMCO

The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing

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18 Jun 2026

Fed’s holding pattern continues amid competing risks

From PIMCO

Markets and observers weren’t surprised when the Federal Reserve held its policy rate steady at the April meeting. More notable, in our view, were the three dissents by voting participants

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04 May 2026

U.S. employment volatility masks structural shift

From PIMCO

U.S. headline employment rebounded strongly in March, posting the largest monthly gain since late 2024. The jobs rebound, which was broad-based across industries, was a welcome sign after February’s data

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14 Apr 2026

CPD: Layered uncertainty – conflict, credit stress, and AI

From PIMCO

Resilient global headline growth has continued masking widening divergence across countries, industries, and households, as AI-fueled investment and wealth have offset tariff-related pressures. What has changed is the addition of

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02 Apr 2026

Private credit’s other lanes still offer value

From PIMCO

Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality, stale valuations, looser underwriting, redemption risk in certain types of funds, and

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11 Mar 2026

CPD: Compounding opportunity – cyclical outlook

From PIMCO

The Trump administration’s sweeping tax, trade, and immigration policy overhauls – including quadrupling the effective U.S. tariff rate – were widely expected to stifle global growth, trade and investment. In

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21 Jan 2026

PIMCO expands active ETF suite in Australia with the launch of EARN

From PIMCO

PIMCO, a global leader in active fixed income management, has announced the launch of the PIMCO Short Term Active Yield Active ETF (EARN), its fifth active exchange-traded fund (ETF) in

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16 Oct 2025

CPD: Tariffs, technology, and transition

From PIMCO

Economic outlook: A clash of forces tests conventional frameworks The Trump administration aims to reshape the U.S.’s global role while improving the country’s trade balance. In previous Cyclical Outlooks, we argued

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09 Oct 2025

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CPD: Consumer protection essentials – AFCA and advice complaints
As essential component of a robust framework for protecting financial consumers is the presence of mechanisms that hold individuals and organisations to account for causing consumer harm and allow consumers [...]
CPD: A new approach to assessing risks in retirement
In our last article, we examined the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk. [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]