All Articles tagged with 'Andrew Balls'

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CPD: Seeking stability

From PIMCO

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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10 Apr 2025

CPD: Uncertainty is certain – cyclical outlook

From PIMCO

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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22 Jan 2025

CPD: Cyclical outlook – securing the soft landing

From PIMCO

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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16 Oct 2024

CPD: Secular outlook – yield advantage

From PIMCO

The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in

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17 Jun 2024

CPD: Diverging markets, diversified portfolios

From PIMCO

The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably. Central banks, which tightened policy in unison to

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17 Apr 2024

Navigating the descent

From PIMCO

The steepest interest-rate-hiking cycle in decades has set global economic activity on a course that remains difficult to map, making it especially important to respect risks and to look to

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22 Jan 2024

Post Peak – weakness and divergence ahead

From PIMCO

Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy. The

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24 Oct 2023

Key takeaways from PIMCO’s Secular Outlook: Five pivot points to watch

From PIMCO

In a world of insecure stability, investors must prepare for 5 policy pivots that will test markets. In PIMCO’s recently published Secular Outlook, Pivot Points, authors Richard Clarida, Andrew Balls and

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13 Jun 2017

PIMCO Australia Launches ESG Global Bond Fund

From PIMCO Australia

PIMCO, a leading global investment management firm, has launched a dedicated Environmental, Social and Governance (ESG) investment platform globally, offering fixed income solutions to investors seeking attractive returns while making

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18 Apr 2017

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

From PIMCO Australia

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

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]