Europe’s economic future: A stable base in a volatile world

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Europe’s economic prospects look lacklustre amid structural challenges, but institutional progress, better policy coordination, and stronger political cohesion provide a stable backdrop for investors. With steady interest rates and a

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Long view on the Fed: ‘We do not anticipate dramatic shifts in monetary policy”

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Despite heightened political noise surrounding the Federal Reserve, we do not anticipate dramatic shifts in monetary policy – regardless of who is confirmed as the next chair. A Trump-appointed candidate

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CPD: Australian bank hybrids – navigating the transition to alternative income sources

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Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of

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CPD: The Fragmentation Era

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In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth

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Seeking stability

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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

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Uncertainty is certain – cyclical outlook

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Key takeaways The change in U.S. leadership increases global economic uncertainty in 2025. The incoming administration’s protectionist proposals have the power to reshape trade relationships and alter economic dynamics worldwide.

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Cyclical outlook – securing the soft landing

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The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates. Key takeaways In the wake of pandemic

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PIMCO Hires John Studzinski as Managing Director and Vice Chairman of PIMCO in its Executive Office

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PIMCO, one of the world’s premier fixed income investment managers, has hired John Studzinski as Managing Director and Vice Chairman of PIMCO in its Executive Office. Mr. Studzinski, who has

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PIMCO to open third US office in Austin, Texas

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PIMCO, one of the world’s premier fixed income investment managers, announces that it will open a new U.S. office in Austin, Texas. The new office will be led by Patrick Feigley,

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PIMCO Hires Gavin Power as Chief, International Affairs and Sustainable Development

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PIMCO, one of the world’s premier fixed income investment managers, has hired Gavin Power as Executive Vice President and Chief, International Affairs and Sustainable Development, as the firm aims to grow

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